Browse contact details of users
Contacts lists every active user in your workspace, with their contact details and profile picture, grouped alphabetically by last name.
Tip: To change the contact information shown here, update your own About You and Profiles in your user settings.
Contents
Working with contactsSearch and browse contacts A-ZMark contacts as favouriteDownload contact details and start a meetingExport all contactsCustom views in table areas
Working with contacts
Open Contacts in the left menu. Every active user in the workspace displays as a contact card in an alphabetised list. Use the All and Favorites tabs at the top to switch between everyone and your favourites.
At the top you find the All and Favorites tabs (1), the search field (2), the A-Z bar (3) and Export (4).
Tip: Hover over a contact card to see its full contact information, including the groups the user is a member of.
Search and browse contacts A-Z
Use the search field to find a contact by name, email, job title, company, department or tag. Use the A-Z bar on the right to jump to contacts by the first letter of their last name; letters with no matching contact are greyed out.
Mark contacts as favourite
Hover over a contact and click the Star icon to mark them as favourite (click again to remove it). Favourite contacts display in the Favorites tab of the Contacts section.
Download contact details and start a meeting
On your own contact card, click the export icon to download your details as a vCard file. On any other contact, hover over the card and click the export icon (2) to open its menu. The menu always contains Export, which downloads that contact's vCard, and also Start Meeting if Meetings is enabled for your workspace.
(1) favourite star, (2) export icon
A vCard file (.vcf) can be imported into other contact managers, e.g. Outlook.
Export all contacts
Click Export in the header to download every contact in the current tab (All or Favorites) as a file, regardless of your current search or A-Z filter. Click the small arrow next to it to choose between Excel (.xlsx) and CSV (.csv).
Custom views in table areas
Contacts is a fixed card list: it does not support custom views. The Workplan, Participants, Budget and Expenses areas work differently: they show their data as a table, where you can combine filters with your own choice of columns and save that exact setup as a personal tab.
Example: a Budget tab that shows only travel costs.
- Open Budget and click the + in the blue bar at the top to open the page in a new tab.
- Set the filters: click a filter above the table, e.g. Cost category (1), and pick one or more values, e.g. Travel (2). The table and its totals now show travel costs only. Click Table Settings (3) to choose your columns.
- In Table Settings, tick the columns you want to see and untick the others.
- Click the pin icon on the tab (1) to keep it. The tab now reopens with the same filters and columns every time you log in. Double-click a pinned tab to rename it, e.g. "Travel costs". Use + (2) to add more tabs.
💡 Note: Pinning a tab requires a paid EMDESK plan; on a Free licence you will be asked to upgrade.
Pinned tabs are personal: they are saved to your own account, and other project members cannot see or use them. More ideas for tabs:
- Workplan – "My team's open tasks": filter by activity type and tag, and show the status, priority and assignee columns.
- Budget – "Personnel costs per partner": filter by the cost category Personnel and show the participant, direct costs and personnel cost rate columns.
- Expenses – "Travel 2026": filter by the cost category Travel and the months of 2026.
To see this in action, watch the Workplan tutorial video. The chapter on working with the table, from 5:41, covers columns, filters and custom tabs: Building Your Project Work Plan in EMDESK.
💡 Note:
- Every user can open Contacts and see the contact details of everyone else in the workspace.
- Users manage their own contact details in their personal account; Admins and Managers cannot change them (see Roles and access rights).