Project Settings
Project Settings lets you update the core details of a project — its title, description, status, and workflow template. Slug and project code live under Advanced settings. 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. |
| Description | Optional rich text field — bold, italic, lists, and links supported. Up to 2000 characters. |
| Status | Draft, Active, Completed, or Archived. Draft projects are only visible to team members. |
| Workflow template | Optional. Applies a Playbook that sets the IAP2 level and the suggested methods and tasks. |
| Feature Image | Optional project image used on cards and Project Home. |
Advanced settings — expand this collapsible section to edit the Slug (project URL, unique within the organisation) and view the Project Code (the task short-code prefix, read-only after creation).
Danger Zone — at the bottom of the form, archive or delete the project.
Changes are saved when you submit the form. Use ← Back to project 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 Project remains visible but no longer active.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 workflow template
The IAP2 participation level and playbook project type are set when a workflow template is applied. They’re visible on Project Home (Workflow template section) and inform which methods and tasks are suggested. To update them, use Review / Change on the Workflow template section of Project Home.
The engagement-vs-communications project classification is separate — it lives on the Project Definition card in Project Context.
Next steps
- Engagement Playbooks — set or update the workflow template and IAP2 level
- Organisation Settings — manage organisation-level configuration
- Roles and Permissions — understand who can edit project settings