Select a project contact

Use the contact picker to search for and select the right contact for your project using server-side search results.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the contact picker

Locate the Contact picker field on your project screen and click the input to open the list of available contacts.

Step 2: Choose an organisation to enable the picker

Select the relevant organisation for your project; once an organisation is chosen, the Contact picker input becomes active.

Step 3: Search for a contact

Start typing a contact’s name or email in the Contact picker; the system sends a debounced server-side search and updates the list with matching results.

Step 4: Review server results

Review the contacts returned from the server, which are shown exactly as provided without extra client-side filtering.

Step 5: Select the correct contact

Click the desired contact in the list to select them; the picker closes and the chosen contact is shown in the field.

Related Tasks

• Manage Project Contacts
• Assign Project Owner

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Last updated: 2026-06-12