Project Settings

Configure individual project settings including details, team access, and module preferences.

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Accessing Project Settings

1. Open a project
2. Click Settings (gear icon) or go to Project > Settings
3. Configure tabs:
   • General
   • Team
   • Labels
   • Views
   • Danger Zone

General Settings

Project Details

Project Icon

Set a visual identifier:

1. Click on current icon
2. Choose from icon library
3. Or upload custom image
4. Select color
5. Save

Default Settings

Configure project defaults:

Team Settings

Project Members

Manage who can access the project:

Adding Members

1. Go to Settings > Team
2. Click Add Members
3. Search for users
4. Select role
5. Add

Removing Members

1. Find user in team list
2. Click ... menu
3. Select Remove
4. Choose disposition of their tasks:
   • Reassign to someone else
   • Leave unassigned
5. Confirm

Team Notifications

Configure project-specific notifications:

Labels Settings

Managing Labels

Project-specific labels for categorization:

1. Go to Settings > Labels
2. View existing labels
3. Add, edit, or delete

Label Properties

Common Label Schemes

By Type:

• bug, feature, improvement, docs

By Priority:

• p0-critical, p1-high, p2-medium, p3-low

By Team:

• frontend, backend, design, qa

By Status:

• blocked, needs-review, ready

Views Settings

Default Project Views

Configure which views are available:

Enable/disable views based on project needs.

Saved Views

Manage project-specific saved views:

1. Go to Settings > Views
2. See all saved views
3. Set default view
4. Reorder views
5. Delete outdated views

Integration Settings

GitHub Integration

Link to repository:

1. Go to Settings > Integrations
2. Click Connect GitHub
3. Select repository
4. Configure:
   • Sync issues
   • Link commits
   • PR tracking
5. Save

Slack Integration

Project notifications to Slack:

1. Go to Settings > Integrations
2. Click Connect Slack
3. Select channel
4. Choose events to post
5. Save

Other Integrations

• Google Drive — File attachments
• Figma — Design file embedding
• Sentry — Error tracking

Danger Zone

Archive Project

Archive when project is complete or on hold:

1. Go to Settings > Danger Zone
2. Click Archive Project
3. Confirm

What happens:

• Project becomes read-only
• Hidden from active project lists
• Data preserved
• Can be unarchived

Unarchive Project

Restore archived project:

1. Go to Projects > Archive
2. Find the project
3. Click Unarchive
4. Project restored to active

Delete Project

1. Go to Settings > Danger Zone
2. Click Delete Project
3. Type project name to confirm
4. Confirm understanding:
   • All tasks deleted
   • All cycles deleted
   • All comments deleted
   • Data cannot be recovered
5. Click Delete Permanently

Import/Export

Export Project

Export project data:

1. Go to Settings > Export
2. Choose format:
   • JSON (complete data)
   • CSV (tasks only)
3. Select what to include:
   • Tasks
   • Cycles
   • Comments
   • Time tracking
4. Download file

Import Tasks

Import tasks from CSV:

1. Go to Settings > Import
2. Download template
3. Fill with task data
4. Upload file
5. Map columns
6. Import

Best Practices

Project Setup

• Set clear start and target dates
• Add descriptive description
• Configure team access appropriately
• Set up labels before creating tasks

Maintenance

• Review settings monthly
• Update target dates as needed
• Clean up unused labels
• Archive completed projects

Team Management

• Remove departed team members promptly
• Set appropriate permission levels
• Communicate changes to team

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Next Steps

• Projects — Overview of project management
• Tasks — Work with project tasks
• Teams — Workspace team management