Set Project Settings
In Settings → Project Settings choose Board, name project statuses and categories, then set due-date reminders. The rest of these lessons use the board and the app.
On this page
Who is this lesson for?
- Company admin: sets how the team opens projects, which statuses and categories they use, and who is reminded before a due date.
- Employees and clients: do not open this page. They see the layout, statuses and categories on projects.
Before you start
- You need permission to manage Project Settings.
- The Projects module must be on.
Open Project Settings
From the menu: Settings → Project Settings.
The header has Add Status and Add Category. Each panel on the page also has its own Save.
Projects and tasks layout
The first panel is Projects and tasks layout. Choose Board. These lessons use the board on the web and the app — not the classic list.
Then Save on this panel. The Work menu opens Projects and tasks board.
Project Status Settings
Name the statuses, pick a colour, and mark the default for new projects.
| Column | What it is |
|---|---|
| Name | The status on the project, for example In Progress or Not started. |
| Color | The colour of that status. |
| Default | The status a new project starts with. Only one default. |
Press Add Status for a new row. Reorder with the arrows. Then Save on this panel.
Project Category
These names appear when you create or edit a project. They are not Company Categories.
Press Add Category, type the name, then Save on this panel. Example: Research and development, Technical support, Marketing.
Send Reminder
Remind the team about the project due date.
| Field | What it is |
|---|---|
| Send Reminder | On: remind before the project due date. Off: no due-date reminder from this page. |
| Send reminder on the day the project begins | On: a reminder on the project start date. |
| Send Reminder To | Administrators, Project Members, or All. Shown when Send Reminder is on. |
| Remind before | How many days before the due date. Shown when Send Reminder is on. |
Then Save on this panel.
What happens after you save?
- With Board, the Work menu opens the projects and tasks board.
- New projects use the default status. Categories appear in the project form.
- Due-date reminders go to the people you picked, the number of days you set before the due date.
Common questions
Why Board?
These lessons follow the board on the web and the app.
Are these the same as Company Categories?
No. Company Categories describe the business. Project Category tags the project.
Next: Task Settings.