Project settings
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Each project has its own Settings, organised into tabs. You can deep-link to
a tab with ?tab= in the URL, and most setup flows send you straight to the
right one.
General
Section titled “General”The project’s core details — its name, code, status, the client and programme it belongs to, and the project aliases that help route incoming items to it.
The people on the project and their roles. A role sets what each member can see and do — the built-in roles are sponsor, PM, co-owner, finance, contributor, viewer, and client viewer. Roles are assigned here per project; the role-to-permission mapping itself lives in Roles & permissions.
Connections
Section titled “Connections”Where you connect the project’s input sources — email aliases, Slack channels, and ClickUp — and run their backfills. See Connecting your tools for the per-source how-tos.
Methodology
Section titled “Methodology”The project methodology — PMBOK, ISO 19650, or Agile. Your choice drives the set of deliverables the project can generate, and you can switch it later. See Documents for what it controls.
Modules
Section titled “Modules”Turn feature modules on or off for this project. Disabling one stops new processing and hides it from the sidebar but keeps existing data — see Modules.
Import data
Section titled “Import data”The onboarding checklist for seeding an in-flight project — choose a methodology, connect your inputs, seed your registers, and add documents. See Import your data.