Manage projects and project team
Use the Project Settings area to create, restore, sort, and archive projects, and switch to managing the project team.
This guide is designed for project manager.
Steps
Step 1: Open Project Settings
From your main navigation, open the area where ProjectSettings is shown so you can view and manage the current project's settings.
Step 2: Switch between active and archived projects
Use the projects view toggle or tabs (for example, “Active” and “Archived ”) to change which set of projects is displayed.
Step 3: Sort the project list
Use the sort control (such as a dropdown or column sort buttons) to change the order of projects, then apply your preferred sort so the list is easier to work with.
Step 4: Create a new project
Select the option to add a new project (for example, a “New project” or plus button) to open the add project modal, enter the necessary details, choose any framework or guided setup options, and confirm to create the project.
Step 5: Archive an existing project
From the project’s actions menu (such as a “More” button with three dots), choose the option to archive the project and confirm so it is moved from your active view to archived.
Step 6: Restore an archived project
While viewing archived projects, use the actions menu for the project you want to bring back and select the option to restore it so it returns to the active project list.
Step 7: Open project team settings
Switch into the team management view (for example, a “Team” tab or button) to load the ProjectTeamSettings component and review who has access to the project.
Step 8: Manage project team members
In the team settings area, adjust team membership and roles as needed so the right users have access and permissions for the project.
Related Tasks
Last updated: 2026-01-19