Understanding project settings

Written By Janina

Last updated 5 months ago

Every project is different, so you can customize the settings.

With the right settings:

  • you’ll keep track of your projects

  • you’ll work in a more structured way

  • you can adapt the project to your workflow

Where to find the project settings

Open a project and go to the “Settings” section at the top of the menu.

This is located in the top navigation bar next to sections such as Tasks, Board, or Calendar.

What you can customize in the project settings

General Information

You can set basic information about the project:

  • Project name

  • Project description

Tip:
Use the name for the client’s name and the description, for example, for the package booked or important details. This way, you can immediately see what the project is about.

Advanced Settings

Here you can customize the project’s behavior:

  • Simple list without milestones
    Displays tasks as a simple list instead of in milestones

  • Email notifications for guests
    Clients are automatically notified of changes

  • Hide completed
    tasks for guests     Clients only see open tasks

  • Control file uploads
    for guests     Overrides the team's default settings for this project

  • Customize reminders
    You can set:

    • whether reminders are enabled

    • how often they are sent

    • at what time

    • how many are allowed per day

These settings help you customize the workflow for each project.

Project Image & Display

You can customize the appearance of your project:

  • Project logo

  • Project banner (optional)

This provides a better overview, especially if you have many projects.

Meta fields

You can use meta fields to store additional information.

For example:

  • Package type

  • Internal info

  • Custom project data

Important:
You can decide whether this information is also visible to guests.

When should you adjust settings?

As a rule:

  • at the start of a project to set everything up properly

  • during the project, if requirements change

You can adjust the settings at any time.

Tips and avoiding common mistakes

Make sure to name and structure your project properly right from the start. This will save you a lot of time later on.

Use the settings intentionally to tailor your project to your workflow, for example, for notifications or reminders.

A common mistake is starting projects without a clear structure. This makes it easy to lose track of things, especially when working with multiple clients.

🔗 Related articles