Update an existing project to change any of the project’s information, add tags, or edit the recruitment process.

Edit a project

1. From the left navigation panel, click Projects.
2. Hover over the project you want to update and click the ellipsis.
3. Click Edit Project Details.
4. Change the project name, code, status, start date, end date, asset, or role tracking template associated with the project.
5. Click Save.

Other ways to update an existing project:

Edit Recruitment Process: change the stages of your worker recruitment process
Tags: add or change project tags
Duplicate: Duplicating copies all the details of the project including engagement dates, asset, matrices and roles. 
Archive: deactivate a project, but keep its data

Updated 04 June 2024 03:47