Manage companies

Add companies to a project and manage their assignment period.

Before you begin

• You need access to Project Management.

Manage Companies

1

Start a new company assignment

1. Select Add Company.

Add Company

2

Create a new company (optional)

Use this if the company does not exist yet.

1. Upload a logo (optional).

2. Enter the company name.

3. Add website and phone (optional).

4. Select Create & Assign.

Create and assign

3

Assign an existing company

Use this if the company already exists in Deskely.

1. Choose the company.

2. Set start and end dates.

3. Add notes (optional).

4. Select Assign Company.

Assign existing company