Editing a project

Created by Lewis Hayward, Modified on Thu, 5 Oct, 2023 at 5:23 PM by Lewis Hayward

To edit a project, navigate toward the Projects tab on the left-hand side taskbar. Select the project you wish to edit by either selecting the project name; or alternatively, select the Edit option under the Action list on the right-hand side.


Once on the selected project page, you a free to edit the details by selecting the Details tab. From here you can change the Name, Customer, Budget, Rate, Notes, and Categories. After inputting your required changes, click the Update Project button at the bottom left-hand side of the page.




On the project page, you may also add and edit tasks under the Tasks tab adjacent to the Details tab. You may add a task by clicking on the Add Task button on the righthand side of the page. This will take you to a form where you may input your task Name, Budget, and Rate.



It is possible to setup Markers within the Project Edit page; these are available in the tab adjacent to the Details tab. Markers are used for setting trackable targets against a project; you may add a marker using the Add Marker button. This will display a form allowing you to add the Name, Target Date, Type and Name for the Marker. When a Marker has been completed, simply check the box in the progress column.




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