Managing Your Finances

New: Remove Employees & Contractors from Projects

August 22, 2018

We’ve added a small update to make project management painless.

Each month we add tons of improvements to FreshBooks so you can manage your business more efficiently. In May, we made it easier to invite your team to FreshBooks so you can get started on projects faster.

And now it takes just a few clicks to further customize your workflow and remove people from Projects. So, whether the scope of work changed or you had a personnel shakeup, you’re in full control of project management from kick-off to wrap-up.

Remove Employees & Contractors from Projects: How Does It Work?

project management

Step 1: From anywhere in your account, click the Projects tab on your sidebar. Select a project from your list then click the green “Edit” button at the top.

project management

Step 2: Click the + beside your Team Members names.

project management

Step 3: Deselect the Team Members you want to remove from the Project and click “Apply Changes.”

project management

Step 4: That’s it! You’ll now see the Team Member list updated to reflect the changes.

 If you have questions about Projects, staff permissions or anything else, our award-winning Support Team can give you a hand at: support@freshbooks.com or 1.866.303.6061.

 

Shannon Murphy
about the author

Senior Copywriter (former), FreshBooks After not receiving her Hogwarts letter at age 11, Shannon began writing to Dumbledore and her love of language was born. A passionate copywriter, wannabe astronomer and curious home chef, Shannon’s creative work has been recognized internationally. Learn more about her work at shannonelizabethmurphy.com.