Project Settings

Projects contain all the work, routines, assets, and users needed to deliver a specific project. Projects live inside an Organisation.

Project Settings

Setting	Description
Project Name	Custom Project Name
Project Logo	Upload a PNG or JPEG as a Custom Project Logo to be used on PDF printouts (optional)
External Project ID	Custom ID used for business reference (optional)
Project Location	Entering a Location for a Project enables the Weather feature, and serves as the default position for any Real World Maps.
Project Timezone	Sets the default timezone for Planner and Diary features⁠

Project Permissions

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Task Status

Project Admins can control who can edit Task Status (Planned → Promised → Done).

Task Status Permission Options

Option	Description
Admins Only	Editing Task Status is restricted to Admins Only
Admins & Owners	Editing Task Status is restricted to Admins and Task Owners
Admins, Owners & Assignees	Editing Task Status is available to Admins, Task Owners & Task Assignees

Regress Task Status

Additionally, if Admin & Owners, or Admins, Owners & Assignees is selected, Projects can control the direction of Status changes to make sure their commitments can't be undone.

Regress Task Status Permission Options

Option	Description
True	All project members can regress Task Status. E.g: Planned → Promised or Done Promised → Done or Planned Done → Planned or Promised
False	Project Members cannot regress Task Status. Only Project Admins can. E.g Planned ← Promised or Done Promised ← Done

Create and Manage Folders

Project Admins can control who can edit Create and Manage Folders.

Folder Management Permission Options

Option	Description
Admins Only	Creating and Managing Folders is restricted to Admins Only
All Project Members	Creating and Managing Folders can be done by Admins and Members

*Managing Folders includes editing all properties (name, code, colour, position) and the ability to delete folders. It does not include the permission to change Folder Protection State. This will always be reserved for Admins Only.

Create Root Folders

Additionally, if All Project Members have permission to Create & Manage Folders, Projects can disable the option for Members to create Root Folders .

Root Folder Permission Options

Option	Description
True	Members can create Root Folders
False	Members cannot create Root Folders. (Subfolders can still be created)

Create & Manage Blockers

Projects can control who can edit Create and Manage Blockers.

Blocker Management Permission Options

Option	Description
Admins Only	Creating and Managing Blockers is restricted to Admins Only
All Project Members	Creating and Managing Blockers can be done by Admins and Members

Managing Blockers includes editing all properties (name, category, colour, automated due date) and the ability to archive & delete Blockers.

Create & Manage Tags

Projects can control who can edit Create and Manage Tags.

Tag Management Permission Options

Option	Description
Admins Only	Creating and Managing Tags is restricted to Admins Only
All Project Members	Creating and Managing Tags can be done by Admins and Members

Managing Tags includes editing all properties (name, colour) and the ability to archive & delete Tags.

Transferring Projects

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Projects can be transferred from one Organisation into a different Organisation (within the same data region).

All data inside a transferred Project is preserved. Transferring a Project impacts the Project URL, leaving any prior URLs to Published Versions and Shared Plans invalid.

If the users on the Project do not already exist as a User inside the Destination Org, they will be automatically invited as Standard Organisation Users.

In order to start a Project transfer, the user initiating must be an Organisation Admin in both Organisations.

Archiving Projects

If a project is Archived, it is no longer accessible to any users and will not appear in the Project list. Archived Projects can be restored at any time.

Archived Projects can be permanently deleted. All project data will be deleted without any possibility of being restored.