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How to Add Resources

Watch how to add resources, with quick written steps.

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Written by Sophia Colapietro

This video shows how to add resources to your project and assign them to work.

Quick steps

  1. Click Resources in the left rail.

  2. Use the Type dropdown to choose what you're adding, for example Users, Companies, Work Teams, Work Categories, Industry, Skills or Materials.

  3. Type the resource's details in the next empty row, for example a user's name and email, company, skill, cost and base calendar.

  4. Assign the resource to a task from the task's Resource tab (double-click the task to open it), or to a tag on a board.

You can also ask Brena to create work teams and add people for you. See Editing Tasks in Bulk with Brena. For every resource type and field, see Creating and Assigning Resources to Tasks and Tags (Full Guide).

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