The Projects section displays all projects in which the contact is currently involved. This section provides visibility into the contact’s participation across the organization’s operational workflows.
The section renders a projects table, where each row represents a single project associated with the contact. From this view, users can quickly review key project attributes such as the project name, type, current stage, relationship to the contact, and assigned tags.
This section helps users understand how a contact is connected to active or historical projects within the system.
access the projects section
To access the Projects section of a contact, follow these steps:
- Open the Cases/Intake workspace.
- Click Contacts.
- In the PEOPLE tab, locate and click the contact's name.
The People Editor will open. - In the Contextual Menu, click Projects.
The Projects section will display.
projects section dashboard
The Projects section dashboard contains the following components:
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projects table
The Projects table provides a structured, record-based view of all projects associated with the contact.
Each row represents a single project and displays key attributes that help users quickly identify the contact’s relationship to that project.
| Column | Type | Description | Example |
| Name | Informational | Displays the name of the project associated with the contact. | Smith Personal Injury Case |
| Type | Informational | Displays the project type. | Personal Injury |
| Stage | Informational | Indicates the current stage of the project. | Intake |
| Relationship | Informational | Displays the contact’s relationship to the project. | Client |
| Tags | Informational | Displays the tags assigned to the project. | High Priority |