User Guide / Project actions
You can access the project actions menu by clicking on the gear icon on project cards on the dashboard or in the project info panel in a project window.
Puts you in project editing mode where you can change (add, edit, delete) milestones and tasks, and change the project title and short name. [Note: the Edit Project option is not available on dashboard project cards]
If you have edited or added participants to your project, or simply want to repeat the current project exactly how it is, then Clone Project starts a new project with exactly the same structure.
If you edit a project and want the current structure to be the standard structure for a new process, then you can make the current project into a process.
Resets tasks and milestones and removes comments so that the project is returned to its initial state.
If you need to pause the project for some reason (e.g. waiting for a client decision) then pausing the project puts the project On Hold to separate it from projects that have started, not started or finished.
Allows you to abandon a project without completing it.
Deletes projects you no longer want to work on.
Posted in: Projects