Assignees are TeamConnect users who also have contact records. Use the Assignees page to select and manage the people who are working on a project. You can assign one or more users to a project and each assignee can have a different role in the project, such as attorney or paralegal.
Typically, one active assignee is set as the main assignee and is in charge of the overall progress of the project. The rest of the assigned users are responsible for tasks, milestones, or assignments that move the project forward to completion.
You can perform the following tasks to manage assignees for a project:
•Viewing Users Assigned to a Project
•Changing the Primary Assignee for a Project
