Skip to main content

How are Companies automatically added to the Project Team?

Companies are added automatically when they are assigned to a task on the project schedule or to an expense in the Expense Tracker.

FlipperForce assigns Companies to the Project Team based on their activity, recognizing when a company is connected to meaningful work on a project and adding them without any manual setup. Your Companies list builds itself as scheduling and expense tracking happen.

Actions that add a company

  • The company is assigned to a task on the project schedule

  • The company is assigned to an expense in the Expense Tracker

Read the full article: How are Companies automatically added to the Project Team?

Related Articles
Did this answer your question?