Replacing or Swapping People in your TeamLast Updated: April 09, 2019
Sometimes we need to replace a team member, swap someone out, or don't know who will fill a role. This article will help you do all of those things lickity split.
Swapping People Out in the Team Screen
- Navigate to the Team Screen
- Select a Team Member
- Click the "Update" button
- Click the "Swap Contact" Button
- Type the Name of the New Contact and Save
- Your new Contact will appear everywhere in the Project that the previous one did including in the Timeline and on all your Schedules
Adding a Person to a RolePropared lets you add a Role to a Project Team before you who know who will fill it. Once you know who will fill the role you will follow the same instructions as Swapping People Out in the Team Screen.