Projects contain all the work, routines, assets, and users needed to deliver a specific project. Projects live inside an Organisation.
Project Name
Custom Project Name
Project Logo
Project Admins can control who can edit Task Status (Planned → Promised → Done).
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.
Project Admins can control who can edit Create and Manage Folders.
Additionally, if All Project Members have permission to Create & Manage Folders, Projects can disable the option for Members to create Root Folders .
Projects can control who can edit Create and Manage Blockers.
Projects can control who can edit Create and Manage Tags.
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.
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.
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
Admins Only
Creating and Managing Folders is restricted to Admins Only
*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.
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
False
Project Members cannot regress Task Status. Only Project Admins can. E.g Planned ← Promised or Done Promised ← Done
All Project Members
Creating and Managing Folders can be done by Admins and Members
False
Members cannot create Root Folders. (Subfolders can still be created)
All Project Members
Creating and Managing Blockers can be done by Admins and Members
All Project Members
Creating and Managing Tags can be done by Admins and Members