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How to view project contacts

Learn how to access project contacts as well as your contacts

Written by Cameron

Project Contacts are tailored for individual projects, including crew members, cast, and relevant clients. In contrast, account contacts serve as your centralized address book, storing all your contacts across multiple projects for reuse. Follow along to learn how to access project contacts.

Step 1 — Open a project

On your home page, click Projects if you don't already see the project you're looking for within your Recent Projects Widget.

Step 2 — Open a project

Click a project to open it.

Step 3⏤ Open project contacts

Hover over the Plans tab on the project sidebar to reveal and click Project Contacts from the drop-down menu.

Step 4 ⏤ Review & confirm

Now you’ll see a detailed list of contacts specific to that project. You can confirm you're viewing your project contacts by verifying that you see the Project Contacts tab at the top of the page.

Now that you know how to view project contact list, here are more ways to manage your project contacts:

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