Within Teamwork, you can update general, integration and notification settings for your project in the project settings area.
Note: Only project administrators and site administrators can access a project's settings.
Select the Settings tab from the project's main navigation menu and go to the General subsection.
In the General subsection, you can update:
- General settings
- Project announcement
- Project logo
- Project features
Note: Depending on your price plan, project specific tags can also be managed within the project settings.
Under General Settings, you can update project information and default preferences. These settings affect all project members.
Hover over an individual setting and click the edit pencil to update it.
These settings include:
- Project name: Add or edit the
project name here, this is what you'll see
whenever the project is mentioned anywhere
in your site.
- Description: Add or edit the
project description here, this will show
on the left of the Dashboard area, under the project logo.
- Project Owner: Add or edit the
project's owner (point of contact)
- Company: Associate each
project with a company for filtering or
sorting in other areas.
- Category: Choose a category for
your project, for filtering or sorting in
- Start Page: Usually, when you
follow the link to a project it will show
the List tab by default. You can choose
any available section of the project that
you would prefer to show instead, such as Board, Gantt, or Messages.
- Default Dashboard Page: Choose
whether to show the Summary or Activity tab by default when
you visit the Dashboard tab. You can also set it to Default View which will remember the last selected view.
- Contact Info: By default, the
contact details of people on the project
that are shown on the Dashboard area are
visible to everyone on the project. You
can use this setting to prevent anyone
except members of your owner company from
seeing those details.
- Reply by Email: If you disable
this option, people won't be able to reply
to emails to interact with tasks, reply to
messages or add comments.
- Default Privacy: This setting
can be changed from 'Open' to 'Owner
Company' to set the default privacy for
all new items added to the project (this
applies to items other than tasks, such as
files, notebooks or messages).
- Status: You can change the
status of your project to 'Archived' using
- Direct File Uploading: Allow
users to upload files directly to the
project, or only from third party file
Depending on your integration settings, you can also create a project channel in Teamwork Chat or link the project to a space in Teamwork Spaces.
In the project announcement section, you can enable/disable the announcement as well as add a custom message. Hover over either field to reveal the edit pencil.
When the project announcement is enabled, the message will be displayed at the top of the project's Dashboard tab.
In the project logo section, you can upload a new logo for your project. Once you have added a project logo, you will see it in the column on the left of the project's Dashboard area.
You can update or remove the project logo anytime selecting the Upload a Logo option and clicking Remove.
When a project does not have a logo set, it will inherit the associated company logo instead.
In the project features section, you can choose which features you want to be accessible for the project by toggling them on or off.
Once a feature is disabled in the project settings, it is removed for all users on the project. The tab for that feature will no longer be visible in the project's navigation menu.
In the project budget section, you can set a time or fee based budget for your project.
Note: Project budgets are available on per-user Premium/Grow subscription plans and above. Financial budgets are limited to 30 active budgets per Teamwork site.
You can set the budget usage to be based on:
- Billable time
- Non-billable time
- All time (billable and non-billable time logged)
The project budget option will only be visible if the Time feature is enabled for the project.
For more information, see: Customizing Your Project Features and Navigation