Manage projects and project team settings
Use the Project Settings area to create and manage projects, switch between active and archived projects, and configure your project team.
This guide is designed for project manager.
Steps
Step 1: Open the Project Settings area
Navigate to the Project Settings section from your main navigation or project dashboard to view a list of your projects and related controls.
Step 2: Review active and archived projects
Use the tabs or view selector to switch between active and archived projects, so you can focus on current work or review past projects.
Step 3: Create a new project
Select the option to add a new project (for example, the “New project” or plus button), then confirm to open the add project modal and complete the guided creation process.
Step 4: Use guided setup and defaults when creating a project
In the add project modal, choose any available project defaults or guided setup options so that frameworks, templates, and reports are preconfigured for the new project.
Step 5: Edit project details inline
Click on editable fields within a project row or card (such as name or dates) and update the values inline; save your changes to immediately update the project configuration.
Step 6: Change project status or archive a project
Open the options menu (usually represented by three dots) for a project and choose the archive or status option to move the project out of the active list while keeping its records.
Step 7: Navigate between projects and pages
Use any project navigation controls (such as page arrows or project selectors) to move between projects, and follow links to other areas like reports or dashboards for the selected project.
Step 8: Manage project team settings
Open the team management or Project Team Settings section to review who has access to the project and adjust roles or membership as required.
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Last updated: 2026-02-05