Manage project settings and teams
Update core project details, manage team access and apply default frameworks to keep your project configuration up to date.
This guide is designed for project manager.
Steps
Step 1: Open the project settings area
From your project workspace, navigate to the settings section to view configuration options for the selected project.
Step 2: Review and update project details
In the main settings tab, adjust key information such as project name, client details, status, phase and important dates, then save your updates.
Step 3: Apply or change project defaults
Choose a framework or defaults set for your project so that templates, reports and other configuration are aligned with your organisation’s standards.
Step 4: Manage the project team
Open the team management view to add or remove team members, adjust their roles and control who can access or update the project.
Step 5: Sort and filter project-related items
Use sorting and filtering controls to organise project lists, such as phases or related items, so that the most relevant information is surfaced first.
Step 6: Archive the project when work is complete
When a project is finished, use the archive option to remove it from active views while keeping all records available for reference.
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Last updated: 2026-09-03