How to LiveLink a Team Member

To LiveLink a Team Member, click on the LiveLink button from the Top Menu on Desktop, on a Mobile Device, select a Member and use the top toolbar button to invoke LiveLink. As an alternate, you can tap on the User Name to do a Quick LiveLink/LiveChat/Email/Call to a user directly.

The LiveLink Widget loads allowing Project Members to have a LiveLink Conversation by Selecting Team Members.

One or More Team Members can be Selected to start a new LiveLink Session.


On Mobile Devices,  to open the LiveLink Widget in Project Team, simply click on the LiveLink Icon in the Menu Bar. You can search and select users to add to your LiveLink.

To LiveLink a specific Team Member, simply Click on their Member Name or Icon to open their Member Card.  In the Member Card, click on the LiveLink Icon to start a LiveLink with that specific Team Member.

How To?

How to Add New Team Members

How to Edit a Team Member

How to Delete a Team Member

How to Activate/Deactivate a Team Member

How To Manage A Team Member's Permissions

How to LiveChat a Team Member

How to LiveLink a Team Member

Project Settings:

Project Info

Project Team


Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories

Skills & Certs




Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

PRO™ Settings:

App Studio

Report Manager


Admin Settings:

AnyConnect Device Manager

Permission Groups

Last Updated: Mar-03-21