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Project settings

For each project, you can customize the statuses, create automations, preset the billability of tracked times and much more.

Written by Lucas Bauche
Updated over 2 months ago

Project settings live in the Settings tab of your project.


Open the Settings tab

  1. Open the project

  2. Click the Settings tab


Manage assigned users

In Assigned users, you can see all project members with their project-based permission roles.

  • Change the project responsible

  • Remove project members from the project

  • Add new project members


Update General settings

  • Mark a project as private: When a project is private, only creators and project members can see it. Learn more in Private projects.

  • Preset tracked times to billable by default: For projects that are created with a client, this setting is automatically active. However, it isn’t for projects without a client. When active, times tracked on this project (or its tasks) are automatically marked as billable. You can still change the status for each tracked time.

  • Task and project key setting: Show or Hide task and project keys for this project and override the workspace setting or use Workspace Default.


Customize project statuses

Project statuses show which phase your project is in. The color coding is fixed with the four system statuses.

  • You can define which statuses your project can go through and what they should be called. Click the button + Add to add new ones or adjust existing project statuses.

  • You can adjust the order via drag & drop.


Customize task statuses (board columns)

  • Add new ones by clicking the button + Add or adjust existing task statuses. These statuses apply only to the respective project.

  • You can change the order using drag & drop.

Tip: If you always need the same task statuses in different projects, create a project template with predefined statuses.


Manage Custom fields for tasks

Custom fields are created on the workspace level and activated on the project level.

Users with write permissions on project details can activate the fields needed for the project by clicking the button + Add. Once the field is activated in the project settings, the Custom fields are available to all users in project tasks.

  • Drag & drop to reorder fields.

  • By clicking on the "X" of the respective field, you can remove it from this project again.


Turn awork autopilot on or off

In awork autopilot, you can turn the autopilot on or off for the project and adjust the autopilot settings.


Manage integrations (Slack or Teams)

In Integrations, you can link the project to a Slack or Teams channel. Click + Add to add new integrations.

If the integration is successful, you’ll see it here and can remove or edit it (for example, to filter the notifications you see).

Set it up here. Learn more in the Integration library.


Create and manage automations

In Automations, you can create, delete, or change automations for the current project.

Each automation is only valid for the current project, but you can also create them in a project template so you don’t have to rebuild them for each project.


Create tasks from emails

In Create tasks from emails, you’ll find the project email address used to create tasks via email. You can also choose which list these tasks should end up in.


Troubleshooting

If you can’t see the Settings tab, you probably don’t have sufficient rights to view or change project settings. Contact the project manager or the creator of the project.


FAQs

Where do I find Project settings?

Project settings are in the Settings tab in the project details.

Why can’t I see the Settings tab in my project?

You probably don’t have sufficient rights on the project. Contact the project manager or the project creator.

What happens if I mark a project as private?

Only creators and project members can see the project, and no times can be tracked on private projects.

What does “Preset tracked times to billable” do?

When active, time tracked on the project (or its tasks) is automatically marked as billable. You can still change the status for each tracked time.

Can I reuse the same task statuses or automations in multiple projects?

Yes. If you need the same setup across projects, create them in a project template so they’re predefined when you create new projects.

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