Editing Project Detailsmail_outline

Project Name

Once a project is established, you can update the Project Name at any time. Start by hovering over the the Project Name to reveal the related text box. Simply click on the box to edit the text. Once you are finished, click anywhere outside the text box to automatically save your changes.

Project Status

Unless you have set up custom project statuses, any new project will have the status of To Do. To make changes to the Project Status, click on the status box to the far right of the Project Name. This will always reflect the current status of the project. 

The statuses are generally defined as follows:

  • To Do - Project work is not yet started.
  • In Progress - Project work is active and underway.
  • Completed - Project work was finished.

Project Due Date

For each project, you can set an ideal deadline for project work. Click Set Due Date beneath the project name to open the date picker. Choose a due date, and click Save.

Once a due date is set, you can click the updated link to change the date or remove the due date altogether.


Project Description

To provide valuable context and details to your team members regarding each project, you can enter a description on the project details page.

From the Overview tab, click on 'Add Description...'  to view the text box for project description. Enter a relevant description of the project, and click anywhere outside the text box to automatically save your changes.

Tags

Tags are system-wide fields that can help categorize and filter project, task, and proof data. 

On the Overview tab, click Add Tag below the Project Description to assign a new or existing tag to the project. Once you begin typing, the system will search for and display any existing tag with matching characters. You can click to select the appropriate tag when available, or continue typing to create a new tag. Click the tag you would like to create, or hit return when finished typing.

Project Team Members

Unless a Team Member has permissions to view all projects, they will not be able to view or edit a project until they are assigned to it.

To assign project members, click the plus icon in the top right hand side of the project details screen. Click to select the members you would like to assign to the project. A green checkmark will display on the right side of each member card selected.