Managing Projects

Tracking Project Progress Rather than checking every task individually, a project's status and task breakdown give you a quick read on how far along the work is. What to look at: The project's overall status (e.g., In Progress, Completed). A breakdown of its tasks by status, so you can see at a glance how many are done versus outstanding. Milestones, if the project uses them, each one shows as planned or completed. The project report (see Exporting a Project Report) for a fuller... Reordering Your Projects List If you work across a lot of projects, you can drag them into whatever order makes sense to you. Your most active or important projects don't have to sit wherever they happened to land alphabetically or by creation date. To reorder your projects: Go to your Projects list. Drag a project card up or down to move it. Drop it in the new position; the new order is saved automatically. Good to know: This reordering is about how the list... How to Edit Project Details Project details rarely stay exactly as set up; names, descriptions, dates, and team membership often need updating as work evolves. To edit a project: Open the project you want to update. Click Edit. Update any fields that need changing, including reassigning who's on the project, since membership is edited the same way as any other project detail. Save your changes. Good to know: Only the project's creator, or an organization Admin/Manager, can edit it; this includes adding or removing members.... Completing or Deleting a Project Two different ways a project's active life can end: one preserves everything, the other removes it permanently. Knowing which one you want matters. Marking a Project Complete When a project's work is done, marking it complete records that formally, without hiding it or losing any of its history. To mark a project complete: Open the project and click Edit Project Click Mark as Complete. Confirm the action. Deleting a Project Deleting a project is permanent; it removes the project along...