Project settings

Manage project

  1. Select Projects from the navigation deck.
  2. Choose the desired project.
  3. From here click on the project settings gear from the left side as displayed below.
    • To manage people in the project, select Manage people.
      • Add new Assignees to the project or remove the existing ones by clicking on the “+” next to their names.
      • Add or invite new people to the project by clicking on the Add person option.
      • Select a new Project manager from the list of people assigned to the project.
      • Click Update to save the changes.
    • To edit the project, select Edit.
      • Make changes to the project details in the next window.
      • Click Update to save the changes.
    •  To delete the project, select Delete
      • A confirmation pop-up will appear on the screen. Click Yes and the project will be deleted.
    •  To create a copy of the project, select Create a copy.
      • Add the following details in the new window:
        • Edit the Title and Description of the project.
        • Select the Start Date and End date or choose a parameter to adjust dates.
        • Add Assignees to the project.
        • Select a Project manager.
        • Select a Category for the project.
        • Define a Project status.
        • Set a Color code.
        • Select the items you want to copy from the template to the project.
      • Click Add and the project will be copied.

Note: While copying a project, dates can be adjusted as per the following parameters:

  • The earliest date in the project/template
  • Keep the date as it is

For example: Select the Earliest date in the project/template from the drop-down list and set the due date as per your need. Now, if the current earliest due date is December 1 and you move it to a new date, let’s say, December 3, 2 days will be added to all the dates.

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