Click the info icon on the Project page to open Project Info Modal
The modal include Project Information such as:
Project syncing status
Project priority
Project notification settings
Project status
Portfolio name
Project name
Project description
Project number
Project client
Project billable status
Project syncing status
The linking icon tells you if this Project is linked to an integration or not. Hover on the icon to see tooltip.
Project priority
Edit Project priority here, this change will be organization wide change. This priority can also be used for sorting and filtering.
Project notification settings
Edit Project notification setting here to receive only notifications on Project Updates, Tasks, and/or Notes.
Project Status
Project Status helps you track the progress of your projects with precision. Monitor key stages such as proposal advancement with detailed percentages, seamlessly manage active projects, identify those on hold, and celebrate successful completions.
Proposal: The project is in the proposal phase, indicating that it is being planned or suggested, but not yet approved or active.
You can set the probability for the proposal status to reflect the likelihood of the project moving forward.Hold: The project is currently paused or on hold, meaning no active work is being conducted until further notice.
Active: The project is currently active, with ongoing work and tasks being carried out.
Completed: The project has been finished, and all tasks and objectives have been completed.
Archive/Unarchive Project
Click Archive button to archive this Project.
Delete Archived Project
For Projects that are already archived, you will see delete button on the Project Info Modal. Only Admins are allowed to delete Projects. Hover on the button to see a list of Admins.
