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General configuration, members and roles of your project
General configuration, members and roles of your project

Configure the name, status, dates, privacy, etc., of the project, and create and assign the members that participate in it

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Set general project settings

From general settings , you can access all the options that have to do with the general settings of your project: name, status, start and end date, privacy , etc. Follow these steps:

  1. Go into the project in which you want to set the settings

  2. Click on "Settings", and select the "General" option

  3. Modify the fields as needed:

    • Name, color, icon: use these fields to choose them

    • Description: add it, if you need it

    • Status: indicate the status of the project: In progress, Completed, Cancelled, Waiting, Budgeted.

    • Start date and end date: indicates the start and end dates of the project

    • Key: Enter a prefix that serves as a reference in the tasks associated with the project. This will be added to the title of each of the tasks.

    • Assign project to a contact: Assigning a contact is required if you want to invoice the project in question.

    • Tags: Add tags so you can quickly filter and find your projects.

    • Template: Indicates the type of template used in the project.

    • Privacy: Set if this is a public or private project.

    • Notifications: Indicates if you want to send notifications to the emails of employees or members who are added or named in the tasks of your projects.

    • Time Log Review: Indicates whether you want to automatically accept time logs entered for this project.

    • Task Reference: Indicates if you want to hide task references.

    • Tasks: Check this option if you want tasks for this project to only be able to be created via forms.

  4. When you're done editing, hit "Save"


Members and roles by project

From configuration > members, you can add the team members who participate in a specific project, as well as the roles they fulfill.

📚 You can define the costs and rate billable per hour for each of your team members, from settings for billing and quotes

A. Add members to the project

  1. Access "Projects" from the toolbar

  2. Go into the project in which you want to set the settings

  3. Click on "Settings", and select the "Members" option

  4. Click "Add Members"

  5. In the popup window, select the available users you want to add to the project. You can use the search bar to more quickly find those users that you want to add to the project.

  6. Press "Invite"

B. Assign roles to members in the project

  1. Access "Projects" from the toolbar

  2. Go into the project in which you want to set the settings

  3. Click on "Settings", and select the "Members" option

  4. Go to the "Role" column

  5. Get in line with the member you want to set the role for

  6. Choose the corresponding role from the dropdown menu:

    • Administrator: Has full access to the configuration options and can manage the users included in the project.

    • Manager: Can accept and reject hourly registrations.

    • Member: Can create, edit, and collaborate on the basics of the project.

    • Owner: Automatically assigned to the user who creates the project.

  7. Confirm the action

💡 To remove a user from the project, simply click Remove to the right of it and confirm the action

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