How to Add a Project to Your Dashboard Erick Vargas
When adding a project to Followup you can add a follow-up date so you'll remember when you need to follow-up with your client. To add a project to your dashboard you will need to set a sales behavior date (this is the list on the right with the date boxes).
Add a date to one or more of your sales behaviors and save.
***Please Note: To add a project to your dashboard your name must be listed on the file as the Estimator, Account Manager or Take Off Person
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio2280207442e0d6422830e25134fbd5aa4Screen_Shot_2020-01-08_at_3.19.59_PM_2.png)
Once you save, you will see the dates in the date box and there are small check boxes are now present to the left of the sales behaviors.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio2280207520e77b865b9f728614914ee2eScreen_Shot_2020-01-08_at_3.19.59_PM.png)
Then when you go to your dashboard you will see the project listed under any active (unchecked) sales behavior.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio22802075373eca8998e53c8162302527bScreen_Shot_2020-01-08_at_3.30.02_PM.png)