Managing Project Details

November 26, 2025 5 views
Projects
Summary: Learn how to edit project information, manage settings, and organize your projects.

Managing Project Details

Keep your projects organized and up-to-date by managing their details effectively.

Editing Project Information

To edit a project:

  1. Open the project from your project list
  2. Click the "Settings" or gear icon
  3. Update any fields as needed
  4. Save your changes

Project Status Management

Update project status as work progresses:

  • Active: Currently being worked on
  • On Hold: Temporarily paused
  • Completed: All work finished

Organizing with Tags

Add tags to projects for easier filtering and searching. Common tag examples:

  • Client names
  • Project types (inspection, survey, mapping)
  • Geographic regions
  • Priority levels

Project Notes

Use the notes section to document:

  • Special requirements or constraints
  • Client preferences
  • Important contacts
  • Lessons learned

Viewing Project History

The activity log shows all changes made to the project, including who made them and when. This is useful for tracking progress and auditing.