To manage a project, open it from the Projects list and use the header on the Overview tab. You edit the name, assignee, labels, and status there, and you archive or delete the project from the same page.
Available on the Flex, Pro, Scale, and Business plans. Labels are on the Pro and Scale plans. You need permission to edit Projects to change these details. Works on desktop and in the mobile app.
Find the project page and customize the Overview
Select a project in the Projects list. On desktop, the left sidebar switches to the project's sections, such as Overview, Estimates, Budget, Invoices, and Documents. In the mobile app, the same sections appear as tabs under the project header.
You only see the tabs your role can view. To create a project, see How to create your first project and estimate.
To customize the page, select Customize overview at the top of the Overview tab on desktop. In the mobile app, open the menu at the top of the project and select Customize overview.
Edit the name, assignee, and labels
Open the project and go to the Overview tab.
To rename the project, select the title and type a new name. A project with no name shows Untitled project.
To assign someone, select the assignee chip, which reads No assignee when empty, and choose a team member. In the mobile app, the chip opens the Assign user dialog.
To add labels, select Add labels and choose from your existing labels. A project can have up to 15 labels.
To change the address or client, select the Address chip or use the Client details card. The project number is set automatically and you can't change it.
Change a project's status
Select the status chip in the project header and choose a new status. Status and phase are the same thing; see How to set up project statuses and labels.
Project activity and comments
The project activity feed lists what happened on the project, such as a proposal sent, an invoice paid, a payment logged, or a task completed. Comments are notes for your team, and your clients and subs never see them.
On desktop, select Activity or Comments in the project's left sidebar. In the mobile app, select the speech bubble at the top of the project to open comments. To open the feed, select the menu at the top, then Activity.
To add a comment, type in the comment box on the Comments tab and select Send comment. Type @ to tag a team member, who gets a notification.
Team members on the project are notified of new comments. You can edit or delete your own comments, and pin a comment if you can edit Projects.
To add your own entry to the feed, select New activity, enter a name and a date and time, and select Save activity.
Archive or delete a project
To archive a project, change its status to Archived. Archiving moves the project to that status and does not hide it, so archived projects still appear in your Projects list.
To delete a project, open the three-dot menu on the Overview tab and select Delete. You need permission to delete Projects. Deleting removes the project along with its estimates and invoices.
If you delete a project by mistake, contact support to restore it. You can't restore it yourself.