Managing projects

Renaming a project

To rename a project, click on the project name located at the top of the project page. Edit the name as needed, and your changes will be saved automatically.

Who can rename a project?

• Only Full-access members can rename a project.

Setting a project icon

To set or update your project's icon, click on the current project icon at the top of the project page. You can choose to set a custom color or select an emoji as your project icon.

Who can set an icon?

• Only Full-access members can set an icon.

Changing the item type

By default, the item type for a project is set to "Task." If you wish to change this, follow these steps:

1. Click the ••• button next to the project name.
2. Select Change item type from the dropdown.
3. In the dialog, provide the singular and plural names for your new item type.
4. Click Save to apply your changes.

Once saved, your custom item type will be reflected in relevant sections, such as the + Add task buttons, where it will now display your custom item name.

Who can change item type?

• Only Full-access members can change the item type.

Moving a project

You can move projects by dragging and dropping them in the left sidebar. This allows you to:

• Reorder projects within the same level.
• Move projects between teams or folders.

Permissions for moving projects

• Workspace owners: Can move any project to any level.
• Members:
  • Can move any project at the workspace level.
  • If a project is under a team, they can move it only if they are a member of that team.
• Guests: Cannot move projects, even if they are a member of the project.