Edit Project

You can customize your projects to your preference. By adding descriptions and changing the icon’s color and image, it can give your members more information about your project. The description will show in the Overview tab of your project.

project overview tab

Note: You must be project admin to make the changes.

Change project profile picture

Click on the dropdown menu icon next to your project name then select Edit details.

edit details dropdown menu

You can also go to your project’s Overview tab and click on the More Options icon at the upper right corner and select Edit details.

edit details in overview tab

The project icon is set by default, you can upload an image by selecting from the local drive or dragging it to the upload area. You can also choose an icon and color from the menu selection.

change project profile picture

Edit project name

Click on the dropdown menu icon next to your project name then select Edit details.

edit details dropdown menu

You can also go to your project’s Overview tab and click on the More Options icon at the upper right corner and select Edit details.

edit details in overview tab

After changing the project name, click Save to save the changes.

change project name

Set start and due dates for a project

Click on the dropdown menu icon next to your project name then select Edit details.

edit details dropdown menu

You can also go to your project’s Overview tab and click on the More Options icon at the upper right corner and select Edit details.

edit details in overview tab

Click open the Date dropdown and select the desired date for your project. Toggle on Set start date to choose a start date.

edit project date

Tip: You can use embed formulas in the project description to perform further calculations based on the dates you have set for your project. For example, to calculate the total duration of your project, you can embed a formula like this in the project description: project.due - project.start.

Add project descriptions

There are several ways to add or edit your project’s description:

  1. Using the dropdown menu

    Click the dropdown menu icon next to your project name and select Edit details.
    edit details dropdown menu

  2. Via the Overview tab

    Navigate to your project’s Overview tab and click Add description. Changes will be saved automatically when you switch to another project or close the browser tab.
    add project description in overview

  3. Through the More Options menu

    In the project’s Overview tab, click the More Options icon in the upper-right corner and select Edit details.
    edit details in overview tab

Add relevant information to help your team understand the purpose and scope of the project. The description will be visible to all project members.

When you’re done editing, click Save to ensure your updates are applied.

add project description

To gain deeper insights or create simple reports, you can use embedded formulas in your project descriptions. You can include these formulas directly in your descriptions for dynamic updates based on your project data.

Use the slash command / to open the command menu and select Formula. For example, to calculate the total duration of your project, embed a formula like this in the description:

   project.due - project.start

add formulas in project descriptions

Edit project URL

Changing the project URL is only available in Professional, Premium, Enterprise plan. More information can be found at our pricing page.

Click on the dropdown menu icon next to your project name then select Edit details.

edit details dropdown menu

You can also go to your project’s Overview tab and click on the More Options icon at the upper right corner and select Edit details.

edit details in overview tab

Customize the Project URL to your preferences. This change will affect all of the project members. When you click on the old URL, the system will automatically redirect you to the same project with the new URL.

After changing the project URL, click Save to save the changes.

edit project URL

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Please contact us if you need more assistance.