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4. How to Edit a Project

After creating a Project, the editing window will open automatically. To open the edit window from the Projects tab, click on the edit icon in the upper right corner of the specific Project window:

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In the Edit window, you can:

    • Change the name, language and website of the project. 

    • Add or delete members of the project.

To add a new member to the project:

2. Choose a member from the list. You can use Search to find a user via email. The list consists of the employees, you have added before. To add a new user to this list, go to the Employees tab.

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To delete a member:

    • Click the delete icon next to the member’s name:

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1. Open the Edit window (Step #1)

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On the Projects tab, locate the project card you want to change. The little pencil ✏️ Edit icon sits in the top-right corner of that card.

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2. Name (Step #2)

In the edit form, under the General header at the top-left of the page, the very first text field.

3. Language (Step #3)

Still in the General section, immediately below the Name field.

4. Website (Step #4)

Beneath the Language dropdown, as the third field in General.

5. Change Color/Icon (Step #5)

In the Identification panel, directly below General on the left side of the form. Click the current swatch to open the palette.

6. Adjust Additional settings (Step #6)

Underneath Identification is the Additional tree picker—use it to reassign regions, business units, or tags.

7. Add member (Step #7)

In the Members panel on the right half of the page. The + Add member button sits in that panel’s top-right corner.

8. Search members (Step #8)

Just below the “Members” title, the search input filters your existing employee list by name or email. The list consists of the employees, you have added before. To add a new user to this list, go to the Employees tab.

9. Remove member (Step #9)

Also in the Members list, click the little 🗑️ icon on the far right of any existing member.

10. Save your changes (Step #10)

At the bottom-left of the form, the green Save button applies all edits immediately.

Note: you can delete the project’s member only after you’ve deleted them from the desk they have been assigned to. Read more about Desks here.

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