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Overview of an Individual Project Profile
Overview of an Individual Project Profile

Do you have questions about a project profile or project details? This article will walk you through all the features on a project!

Beatty W avatar
Written by Beatty W
Updated over 5 months ago

A project profile has four sections: Project Details, Task List, Team Members, and Comments.

Project Details

The project details section is going to be on the top left hand of the project profile. Clicking the pencil allows you to edit the project details including its name, description, client, project assignee, and the due date. If you need to delete the project, click the trashcan icon.

Task List

The task list is going to be on the lower left hand side of the project profile. Some actions you can apply to your task list.

  • Add a new task by clicking the blue Add task button at the bottom of the task list.

  • Reorganize the order of your tasks by holding down the "=" symbol and dragging it up or down.

  • To mark a task as complete, click the bubble above the assignee on the right side of the task tile.

  • Click on a task to see it's description, subtasks, change its status, add a blocked flag, or simply leave a comment.

  • Edit the task details, including the checklist, description, due date, and assignee, by clicking the pencil icon.

  • To delete a task, click the trashcan icon.

Team Members

The team members section will be on the upper right hand side of the project profile. Interacting with the team members section is super simple! Click the "+" to add a team member to the project. If you want to remove someone from the project, click the "x" next to their name.

Comments

The comments section is near the bottom right hand of the project profile and contains the conversation and questions you have had with anyone who has access to the project. Here, you can @ mention team members to send them a notification or make any important notes about this project.

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