Edit, archive, and delete a project

Before you begin

You need to be the project's owner, a collaborator with Full access, or an Owner, Admin, or Manager in the workspace that holds it. See Project permissions.

Rename a project

1. Hover over the project in the sidebar.
2. Select the … menu.
3. Select Rename.
4. Type the new name and press Enter.

Renaming changes the project's web address. Old links to it stop resolving, so if you have shared a link, send the new one.

Change the colour

1. Open the project's … menu.
2. Select a colour.

The change is immediate and visible to everyone with access.

Pin and unpin

Open the … menu and select Add to favourites, or Remove from favourites on a pinned project.

Move a project into a folder

Drag the project onto a folder in the sidebar, or use Move to folder in its … menu. Drag it back out to the main list to unfile it. See Group projects into folders.

Delete a project

1. Open the project's … menu.
2. Select Delete.
3. Read the confirmation and select Delete again.

Any time already tracked against a workspace project remains in your agency's timesheets and reports, deleting a project does not erase recorded hours.

Archiving

There is no separate archive state for projects. If you want to keep a finished project's history without it cluttering the sidebar, leave it in place and unpin it, completed tasks do not count toward your active-task limit.

Leaving a project someone shared with you

If a project was shared with you and you no longer want it, open its … menu and select Leave project. It disappears from your sidebar. The owner keeps it, and can share it with you again later.