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Add a Lead Project Manager to a Project

Written by Bradley LaFave

Add a Lead PM to identify who is responsible for each project. If you have a question about a project, this makes it easy to know who to contact.

Filtering by Lead Project Manager

To filter by a specific person, use the "Lead PM" filter at the top of the screen, and find the PM you want to focus on (note: this is only available to Admins).

All users can also use the column header to sort by Lead PM alphabetically.

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Adding a Lead Project Manager to a new project

When setting up a new project, go to the "Project team" step. Click the star to make a user the Lead PM. You may select more than one lead for each project if needed.

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Adding or updating a Lead Project Manager on an existing project:

1. Click on the project you want to add the lead project manager to.

2. Click the "Settings" tab.

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3. Scroll down to "Project Team" and click the "Manage" button.

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4. A small window will pop up where you will be able to add the project manager or click the star next to a team member already on the project.

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