RoundhousePM’s Contact module displays all users of the current workspace and all workspaces below.

Contacts module

If you only want to see the members of the current workspace, select “Current Workspace Only”.

Creating a New Contact

Most people in the Contacts module are users that you’ve invited to participate in your pyramid or workspace. However, there are times when you want someone listed under Contacts but don’t need them to be participants. Examples of these may be code officials, vendors, or reproduction houses. For these contacts use the Create New button.

Contacts module in edit mode

Next: Tasks (To-Do’s) →


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