The project settings
To access the settings of a project, go to the project and click on the gear icon in the top right corner of the window (below the user drop-down menu).
You can set up several elements of the project, divided into sections. To display the detail of a section, click on the arrow on the left. Your choices of open/closed sections are saved to allow you to keep open sections that you use frequently.
Click on one of the sections below to see more details, and click on a feature to view the dedicated article.
- Project
- Page shared for consultation via URL
- Project template
- Special fields
- Roles
- Workflow
- Third party
- Display options
- Comments
- Labels
- New task default parameters
- Timelog default parameters
- Collaboration on project
- Project working hours
Project
- Name of the projet
- Type of project (professional or personal)
- Project’s start and end dates
- Personal fields and additional fields
- Color of the project
- Archive the project
- Synchronize the project with your calendar (Google or Microsoft O365)
- Excel import into the project
Page shared for consultation
Project template
Special fields
Roles
Workflow
Third Party
Display options
Comments
Labels
New task default parameters
Timelog default parameters
- If you are using the times features, choose to work by default in days or in hours
Collaboration on project
- Sharing a project with members and managing their access rights
- Assignment by default of one or more members when creating new tasks
- Switch of one resource or member with another
- Set up automatic notifications to follow up the project
Project working hours
- Working hours and off days (if professional project)
- Time zone (used for the calendar synchronization with Outlook or Google)