Accessing Project Settings
1
Open the project
Navigate to the project you want to configure.
2
Click Settings
Click the gear icon or Settings in the project navigation.
3
Configure
Adjust settings as needed.
General Settings
Project Name
The display name for your project:- Shown in sidebar and navigation
- Used in notifications and emails
- Can be changed anytime
- Keep it concise but descriptive
- Include client name for client projects
- Use consistent naming conventions
Project Description
An optional description that helps team members understand:- What the project is about
- Its goals and objectives
- Any relevant context
- Purpose of the project
- Key stakeholders
- Timeline or deadlines (if applicable)
- Links to relevant resources
Project Prefix
The short code used for task IDs:| Setting | Example |
|---|---|
Prefix: PROD | Tasks: PROD-1, PROD-2, PROD-3 |
Prefix: MKT | Tasks: MKT-1, MKT-2, MKT-3 |
- 2-4 characters recommended
- Letters and numbers only
- Must be unique in the workspace
- Cannot be changed after tasks are created (without affecting existing IDs)
Area Assignment
Which area the project belongs to:- Click the Area dropdown
- Select the target area
- Save changes
Status Settings
Project Status
Track the overall state of your project:| Status | Meaning |
|---|---|
| Active | Currently in progress |
| Completed | Finished but not archived |
| On Hold | Paused temporarily |
| Archived | No longer active, hidden from view |
Due Date
Set a target completion date:- Appears on the project overview
- Can trigger reminders
- Helps with planning and prioritization
Feature Settings
AI Features
Control whether AI coworkers can assist in this project:- Enabled: AI coworkers can be assigned tasks, participate in chat
- Disabled: AI features are turned off for this project
Disabling AI features might be appropriate for sensitive projects where AI interaction isn’t desired.
Feature Toggles
Some features can be enabled or disabled per project:| Feature | Description |
|---|---|
| Tasks | Task management |
| Resources | Knowledge base |
| Chat | Project channel |
| Calendar | Project-specific events |
Member Settings
Project Members
Control who has access to the project: Adding members:- Go to project settings > Members
- Click Add member
- Select workspace members
- Choose their project role
- Find the member in the list
- Click Remove or the X icon
- Confirm removal
Project Roles
Project-specific roles determine what members can do:| Role | Capabilities |
|---|---|
| Project Admin | Full control over project settings and content |
| Editor | Create and edit all content |
| Viewer | View content but cannot edit |
Default Access
Configure default access for new workspace members:- Automatic access: New members get access automatically
- Manual only: Must be explicitly added
Notification Settings
Project Notifications
Configure notifications for project activity:| Event | Notification Options |
|---|---|
| New tasks | All members, assignees only, none |
| Task updates | All members, related members, none |
| New messages | All, mentions only, none |
| Resource changes | All, editors only, none |
Personal Override
Individual members can override project notification settings in their personal preferences.Danger Zone
Archiving the Project
Archive projects that are complete or no longer active:1
Go to project settings
Open the settings page.
2
Find Archive option
Scroll to the Danger Zone or Archive section.
3
Click Archive
Confirm the action.
- Hidden from normal navigation
- All data preserved
- Can be restored anytime
- Don’t count toward limits
Restoring Archived Projects
- View archived projects (filter or settings)
- Find the project
- Click Restore
- Project returns to active state
Deleting the Project
1
Go to Danger Zone
Find the delete option in settings.
2
Click Delete
Start the deletion process.
3
Confirm
Type the project name to confirm.
4
Complete deletion
The project and all its data are removed.
Integration Settings
Connected Services
If your workspace has integrations, projects may have specific settings:- Calendar sync: Which calendars sync with this project
- Notifications: Where project notifications go
- Automations: Project-specific automation rules
Webhooks
For advanced integrations, configure webhooks:- Go to project settings > Integrations
- Add webhook endpoints
- Select events to trigger webhooks
- Save configuration
Best Practices
Set up projects completely
Set up projects completely
When creating a new project, take time to configure all settings properly. It’s easier than fixing them later.
Use descriptive descriptions
Use descriptive descriptions
A good project description saves time explaining the project to new team members.
Choose prefixes wisely
Choose prefixes wisely
Pick a prefix you can live with long-term. Changing it later affects task ID continuity.
Review member access
Review member access
Periodically check who has access to projects. Remove members who no longer need access.
Archive instead of delete
Archive instead of delete
When in doubt, archive rather than delete. You can always delete later, but you can’t recover deleted projects.
Settings Reference
Quick Reference Table
| Setting | Location | Who Can Change |
|---|---|---|
| Name | General | Project Admin |
| Description | General | Project Admin |
| Prefix | General | Project Admin |
| Area | General | Project Admin |
| Status | General | Project Admin |
| Due Date | General | Project Admin |
| Members | Members | Project Admin |
| AI Features | Features | Project Admin |
| Notifications | Notifications | Project Admin (default), All (personal) |
| Archive/Delete | Danger Zone | Project Admin |
Troubleshooting
Can't change project settings
Can't change project settings
- Verify you’re a Project Admin
- Check if the project is archived
- Contact your workspace admin for permissions
Members not receiving notifications
Members not receiving notifications
- Check project notification settings
- Verify individual member notification preferences
- Ensure they have proper access to the project
Can't find archived project
Can't find archived project
- Enable “Show archived” in view filters
- Search by project name
- Check if it was deleted instead of archived