How to Edit Project Header Details
Only Manager and Admin roles can edit project details. If you have a Member role, please contact a manager or admin for assistance in creating a new project.
Select the Projects option from the main menu located in the left-hand corner of your screen.
Hover over the project you want to edit in the Project List overview and click the "View" button when it appears.
Name
Click on the existing project name, enter the new title, and click "Update".
Due Date
Click on the due date located under the project name. Select the new due date then click anywhere outside the calendar box.
Tags
Located under the project title, click on existing tags to add or remove tags associated with the project.
Access
For detailed steps, please follow the instructions in the How to Invite a User to a Project article.
Description
Click on the existing description, make necessary changes, and select "Apply".
Project Manager
Click on the Project Manager field for a drop-down menu to appear. Ensure the user has access to the project before assigning them.
Location
Click on the Location field for a drop-down menu to appear. This project will then show up in the location's associated projects list.
Type
Click on the Type field for a drop-down menu to appear. Choose between a versatile array of project type options for your company to effectively categorize and identify your projects. An admin can add, edit, or delete types by following the detailed instructions in the Customizing Company Settings article.
Categories
Click on the Categories field for a drop-down menu to appear. Select the relevant category to be assigned to the project. An admin can add, edit, or delete types by following the detailed instructions in the Customizing Company Settings article.
Privacy
Determine who has access to the project by toggling the switch under privacy. Admins can edit access for users by following detailed steps in the How to Edit User Roles + Permission article.
Default View
Set the default view for the project by using the checkboxes next to each type of view.
List View
Timeline / Gantt Chart View
Board / Bucket View
Best Practices
- Regularly update project details to ensure accurate and current information.
- Keep project descriptions clear and concise for easy reference.
- Use tags to categorize projects for quick identification.
Efficiently managing project details in GreenSpace ensures that your projects are organized and accessible. If you have any questions or need further assistance, our support team is here to help.