Project settings

When you are inside a project you’ll see Manage option on the top right of your screen.
In project settings you can:
manage project

Manage people
  1. Click on the Manage dropdown on the top right.
  2. Select Manage people on this project from the dropdown.
  3. To Add people open the drop down and and select them to assign the project.
  4. To Remove anyone from project click on the cross next to the name of any person.
  5. To add a new person to the account Click on add person icon.
  6. To assign or change the Manager of the project, select a person from the dropdrown.
Edit project
  1. Click on the Manage dropdown on the top right.
  2. Select Edit project from the dropdown to change the details of the project.
  3. You can edit the TitleRename the project, Description, Dates, Category, Color and Status (Active/ archive) of the project.

Note: Archived projects can’t be modified and they don’t count against your project number limit (although, files in them do count toward your file storage limit). Everything stays just as you left it, and you can restore a project at any time. If you want a project removed entirely, you can delete it.

Delete project
  1. Click on the manage dropdown present on the top right of a project.
  2. Select Delete project from the dropdown.
  3. Confirmation popup will appear. Click OK to delete the project.
Copy project
  1. Click on the manage dropdown present on the top right of a project and select Create a copy of this project. 
  2. Select the sections you want to copy.
  3. Click OK to create the copy of the project.

Note: Adjusting dates
While copying a project dates can be adjusted as per requirement. Following are the four parameters according to which you can adjust the date:

  1. Project start date
  2. Task with earliest due date
  3. First milestone
  4. Keep the date as it is

While creating a project copy you can adjust the dates according to the project start date, earliest task due date or first milestone. For example if you select “Task with the earliest due date” from the drop down. Now, if the current earliest due date is December 1 and we move the date to December 3, all the dates will be added by 2 days.

View project logs
  1. Click on the manage dropdown present on the top right of a project and select view project logs
  2. Logs of the selected project will open up in different tab and you will be able to see the records of all the activities done in the project.
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