Project Settings

  1. Select Projects from the navigation bar.

  1. Long press on an existing project.

  1. Manage People
  • To manage people in the project, select Manage people option.

  • Add new Assignees to the project or remove the existing ones by tapping on the “+ Manage people” sign.

  • Add or remove people by checking and unchecking their names.

  • Select a new Project manager by tapping on the “+ Project manager” sign.
  • Tap on Update to save the changes.

  1. Edit
  • To edit the project, select Edit option.

  • Make changes to the project details in the next window.
  • Tap on Update to save the changes.

  1. Delete
  • To delete the project, select Delete option.

  • A confirmation pop-up will appear on the screen. Tap Yes and the project will be deleted.

  1. Create a Copy
  • To create a copy of the project, select Create a copy option.

  • Add the following details in the new window:
    1. Edit the Title and Description of the project.
    2. Select a Start and End date or choose a parameter to adjust dates.
    3. Add Assignees to the project.
    4. Select a Project manager.
    5. Select a Category for the project.
    6. Define Project status.
    7. Set a Color code.
    8. Select the items you want to copy from the template to the project.
    9. Tap Add and the project will be copied.

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