> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Settings

> Configure your projects for optimal team collaboration

Each project in Trilo has settings that control its behavior, access, and features. This guide covers all project settings and how to configure them.

## Accessing Project Settings

<Steps>
  <Step title="Open the project">
    Navigate to the project you want to configure.
  </Step>

  <Step title="Click Settings">
    Click the gear icon or **Settings** in the project navigation.
  </Step>

  <Step title="Configure">
    Adjust settings as needed.
  </Step>
</Steps>

## General Settings

### Project Name

The display name for your project:

* Shown in sidebar and navigation
* Used in notifications and emails
* Can be changed anytime

**Tips for good names:**

* 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

Good descriptions include:

* 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    |

**Rules:**

* 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:

1. Click the **Area** dropdown
2. Select the target area
3. Save changes

Moving projects between areas doesn't affect project data.

## 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| **Archived**  | No longer active, hidden from view |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

<Info>
  Disabling AI features might be appropriate for sensitive projects where AI interaction isn't desired.
</Info>

### 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 |

Most projects use all features, but you can disable unused ones to simplify the interface.

## Member Settings

### Project Members

Control who has access to the project:

**Adding members:**

1. Go to project settings > Members
2. Click **Add member**
3. Select workspace members
4. Choose their project role

**Removing members:**

1. Find the member in the list
2. Click **Remove** or the X icon
3. 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:

<Steps>
  <Step title="Go to project settings">
    Open the settings page.
  </Step>

  <Step title="Find Archive option">
    Scroll to the Danger Zone or Archive section.
  </Step>

  <Step title="Click Archive">
    Confirm the action.
  </Step>
</Steps>

**Archived projects:**

* Hidden from normal navigation
* All data preserved
* Can be restored anytime
* Don't count toward limits

### Restoring Archived Projects

1. View archived projects (filter or settings)
2. Find the project
3. Click **Restore**
4. Project returns to active state

### Deleting the Project

<Warning>
  Deletion is permanent. All tasks, resources, chat history, and settings will be lost forever.
</Warning>

<Steps>
  <Step title="Go to Danger Zone">
    Find the delete option in settings.
  </Step>

  <Step title="Click Delete">
    Start the deletion process.
  </Step>

  <Step title="Confirm">
    Type the project name to confirm.
  </Step>

  <Step title="Complete deletion">
    The project and all its data are removed.
  </Step>
</Steps>

## 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:

1. Go to project settings > Integrations
2. Add webhook endpoints
3. Select events to trigger webhooks
4. Save configuration

## Best Practices

<AccordionGroup>
  <Accordion title="Set up projects completely">
    When creating a new project, take time to configure all settings properly. It's easier than fixing them later.
  </Accordion>

  <Accordion title="Use descriptive descriptions">
    A good project description saves time explaining the project to new team members.
  </Accordion>

  <Accordion title="Choose prefixes wisely">
    Pick a prefix you can live with long-term. Changing it later affects task ID continuity.
  </Accordion>

  <Accordion title="Review member access">
    Periodically check who has access to projects. Remove members who no longer need access.
  </Accordion>

  <Accordion title="Archive instead of delete">
    When in doubt, archive rather than delete. You can always delete later, but you can't recover deleted projects.
  </Accordion>
</AccordionGroup>

## 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

<AccordionGroup>
  <Accordion title="Can't change project settings">
    * Verify you're a Project Admin
    * Check if the project is archived
    * Contact your workspace admin for permissions
  </Accordion>

  <Accordion title="Members not receiving notifications">
    * Check project notification settings
    * Verify individual member notification preferences
    * Ensure they have proper access to the project
  </Accordion>

  <Accordion title="Can't find archived project">
    * Enable "Show archived" in view filters
    * Search by project name
    * Check if it was deleted instead of archived
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Inviting Members" icon="user-plus" href="/collaboration/inviting-members">
    Add team members to your project.
  </Card>

  <Card title="Roles & Permissions" icon="user-shield" href="/collaboration/roles-permissions">
    Understand access control in detail.
  </Card>
</CardGroup>