The project sidebar icon may appear small, but its importance in project management cannot be underestimated.
This collapsible menu, located in the top-right corner of your project screen, provides essential tools and options to simplify your project management.
The project sidebar contains options and information about the project divided into several sections, including General project info, Workflows, Custom fields, and additional project actions.
General project info 🏠
1) Edit Project allows you to adjust:
Project name and color
Project manager: The person responsible for the project
Client company: Reassign the project to another client company
Time on tasks: Enable or disable time tracking on tasks for the project
Project members: Add or remove people from the project. Find out more about sharing projects here.
2) Details Section allows you to view:
Project creation date
Project ID
Project number (Learn more about IDs and numbers here)
3) Archived Section
Restore archived folders or lists by clicking "Manage archived folders" or "Manage archived lists"
Workflows 🔁
Workflows are sets of task statuses that you can apply to each task to organize your work in phases. Learn how to set them up here.
Access the default workflow, which contains two statuses: task started and task closed.
Change workflows and set up new task statuses by clicking "Change workflow." First, create a workflow in Settings > Workflows.
Custom fields 🧩
Select "Manage project custom fields" and if you have any Project custom fields set up in Settings > Custom fields > Projects, they will appear here and you'll be able to assign them to the project.
Select "Manage task custom fields" and if you have any Task custom fields in the Task custom field library, select the ones you want to apply to the tasks within this project.
Selecting "Manage task custom fields" and then "Add new custom field" allows you to create project-specific task custom fields and later apply them to the tasks in this project.
Tip: When creating a new custom field, you'll have the option to save it in the Task custom field library, making the custom field available for adding to all projects.
More Actions (...)
The More actions tab allows you to:
Edit the project
Duplicate the project
Archive the project
Save the project as a template
