Skip to main content

4. How to Edit a Project

Once a Project has been created, you can modify its settings, reassign it within your organizational hierarchy, manage membership, or remove it entirely. Follow the steps below to keep your Projects up to date or to delete one when it’s no longer needed.

1. Open the Projects List
In the left-hand navigation menu, click Projects to display all existing projects as cards.

2. Enter Edit Mode
Locate the card for the Project you wish to change. Click the Edit (✏️) icon in the top-right corner of that card. This opens the Edit Project form pre-populated with the current settings.

3. Update General Settings
Within the General section (top-left of the form), make any of the following changes:
Name: Change the human-readable title of the project.
Key: The Key field is read-only after creation and cannot be changed.
Language: Select a new default locale from the dropdown.
Website: Update or add the project’s public URL.

4. Change Visual Identification
In the Identification panel (below General on the left):

  1. Click the current color swatch.

  2. Pick a new color or icon from the palette.

  3. The new selection will instantly highlight this project throughout the UI.

5. Reassign Additional Tags
Additional allows you to add or remove any applicable tags. You are not limited to just one category—include anything that applies to the project.

6. Manage Project Membership
On the right side of the page, the Members panel lists all Employees currently assigned to this project:
Add a Member: Click + Add member to open a searchable dropdown of your company’s employees. Please select one or more to assign them here.
Search Members: Filter the existing member list by typing a name or email. To add a new user to this list, go to the Employees tab.
Remove a Member: Click the trash icon next to any employee to remove their project access.

7. Apply Your Changes
Once you’ve made all necessary edits:
Click Save in the bottom-left corner.
The form will close, and you’ll return to the Projects list with all updates applied immediately.

Back to top