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How to Modify a Project Series

Need to make edits to a project series quickly and efficiently? Here's how!

Written by Beatty W

Edits to a project series can arise if there's changes to the steps applicable to the specific client a project is assigned to. When this happens, you can make changes to the project series as a whole instead of making these changes individually in each entry.

Remember, changes made to a project series will affect all entries that have not yet started - it will not effect entries that are in progress or completed.

How to Edit a Project Series

Navigate to the Projects page and click into a project entry for the series you're wanting to edit. On the top right corner of the screen, click the series icon to open up the series menu. From here, you can access another due date of this series or click View Series to be taken to the Series page.

Make the changes here in the series overview page. You can edit the series details (such as who it's assigned to, the name of the project, it's description, etc), tasks, or any other information on this page.

If you are rearranging tasks or adding new ones, the changes will be made automatically. However, if you're editing the series details box or an existing task, you'll be prompted to save the changes.

Note: You can also access a series directly from the associated work tab of a client profile!

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