Project Settings
Project Settings lets you update the core details of a project — its title, slug, summary, status, and IAP2 engagement level. Access it from Project Settings in the project sidebar.
Editing project details
The Edit Project form contains:
| Field | Notes |
|---|---|
| Title | Required. 5–100 characters. Updating the title does not automatically update the slug. |
| Slug | Required. Used in project URLs; must be unique within the organisation. Lowercase letters, numbers, and hyphens only. |
| Project Code | Read-only after creation. Used as the prefix for task short codes (e.g., SYHASTG-0042). Cannot be changed once set. |
| Summary | Optional rich text field — bold, italic, lists, links, and tables supported. Up to 2000 characters. |
| Status | Draft, Active, Completed, or Archived. Draft projects are only visible to team members. |
Changes are saved when you submit the form. Use ← Back to project or Cancel to exit without saving.
Project status
| Status | What it means |
|---|---|
| Draft | Project is being set up. Only visible to team members. |
| Active | Engagement is underway. Visible to the project team. |
| Completed | Engagement is finished. Project remains visible but no longer active. |
| Archived | Project is hidden from the default project list. |
Project code
The project code is a 2–8 character uppercase identifier auto-generated from the project title when the project is created (e.g., a project titled Seaside Youth Hub gets SYHASTG). It prefixes every task short code in the project.
Project codes cannot be changed after creation because all existing task short codes depend on it.
IAP2 participation level and project type
The IAP2 participation level and project type are set when a playbook is applied to the project. These fields are visible on the Project Home and inform which methods and tasks the playbook suggests. To update them, return to the Project Home and use Apply Playbook.
Next steps
- Engagement Playbooks — set or update the project type and IAP2 level
- Organisation Settings — manage organisation-level configuration
- Roles and Permissions — understand who can edit project settings