Edit Project Details

Edit Project Details

Overview

The Edit Project Details feature lets you update and improve key information about an existing project. It offers a clear, easy-to-use interface for updating project details, including the project name, description, timelines, and related metadata. By enabling quick, accurate updates, this feature helps keep project information current, consistent, and aligned with changing needs, supporting better coordination and more effective project management across the platform. If you need to change your project details after creation, don't worry! You can easily edit the project at any time. To do so, you can go to the project module and click the 'Edit' button. This will open the project editor, where you can change any part of the project.

Navigation: Home > Projects > Edit > Details

Step 1 - Start Editing Mode

  1. Option 1: Select the 'Edit' icon from the context menu on the 'Project' card.
  2. Option 2: Select the 'Edit' option drop-down on the 'Project Details' screen.
Option 1

Option 2

  1. After clicking the 'Edit' button, a screen will appear, allowing you to select the section you want to modify.
  2. The following sections are provided on the screen:
    1. Details
    2. Logo
    3. Network
    4. Team Member 

Step 2 - Modify Project Details

  1. Click the 'Details' band to open the detail screen in edit mode.

  1. Here, you can edit the existing details. The following fields will appear with pre-populated data, and you can modify any of them:
    1. Project Name: 
      1. The existing project name will appear in the field.
      2. Edit your project name in this field.
    2. Project Description: 
      1. The existing project description will appear in the field.
      2. Edit your project description in this field. 
    3. Save: 
      1. Once you modify any of the fields, the Save button gets enabled.
      2. Click on the Save button to save the modifications.
  2. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.

  1. When you attempt to exit the screen without saving your changes, a pop-up will appear, requesting confirmation.
  2. If you choose to discard the changes, click on the 'Yes' button.
  3. However, if you want to keep the changes, click on the 'No' button. This will close the pop-up. Remember to save your changes by clicking the 'Save' button.



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