How to add multiple clients to a project?

Introduction

When working on projects that involve multiple individuals from the same company or account, Agiled allows you to add all these individuals to the same project. This tutorial will guide you through the process of adding multiple clients to a single project in Agiled.

Steps to Add Multiple Clients to a Project in Agiled

1. **Create a New Project**: To start, create a new project. For instance, you could call this project 'Multiple Clients'. 

2. **Select a Project Category**: Choose an appropriate category for your project. 

3. **Assign an Initial Client**: In the 'Client' field, assign a client to your project. In this example, we're using 'Kevin Malone'.

4. **Save Your Project**: Leave all other settings as default and click the 'Save' button to create your project.

5. **Navigate to the Project**: Once the project is created, click on it to open its details.

6. **Go to the Members Tab**: Inside the project details, navigate to the 'Members' tab.

7. **Add Additional Clients**: In the 'Members' tab, click on the 'Add Contacts' button. This will show you a list of other clients associated with the company. Since Kevin is already added to the project, you can select another client, for example 'John Snow', and then click the 'Save' button to add him to the project.

Conclusion

Agiled makes it simple to add multiple clients from the same company to a single project. This feature is incredibly useful when managing projects involving multiple stakeholders from the same organization. If you have any questions or run into issues while managing projects or any other sections in Agiled, don't hesitate to reach out to our support team. Thank you for watching!