Project Settings

Update a project's details, dates, owner, client contact and time zone, save it as a template, or delete it.

The Settings tab of a project holds its core details. Owners and Admins, and Members in the projects they’re a member of, can change them; everyone else sees them read-only. Only Owners and Admins can delete a project.

What you can change

• Name and Description.
• Status: Active, On hold, Completed, or Archived.
• Start date and Due date. Workflows can run relative to these dates. See Workflows.
• Time zone: turn on Override workspace time zone to give this project its own time zone. Otherwise the workspace time zone is used.
• Owner: the teammate responsible for the project.
• Client contact: the project’s primary contact.

How to update project details

1. Open the project and select the Settings tab.
2. In Project details, click Edit.
3. Change the fields you need and click Save changes.

How to save a project as a template

1. In the Project template section, click Save as template.
2. Enter a Template name and an optional Description.
3. Click Save as template.

The new workspace template copies the project’s stages, tasks, pages, folders and files, workflows, and team members. See Project Templates.

How to delete a project

1. Scroll to the Danger zone and click Delete project.
2. Confirm. The project and all of its data are deleted permanently.