How to use CreatiBI
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  • CreatiBI
    • ๐Ÿ‘‹Welcome to CreatiBI
    • ๐Ÿ˜›CreatiBI home page
  • Fundamentals
    • ๐Ÿ‘ฅAccount
      • Create account
      • Log in & log out account
      • Reset password
      • One account, multiple spaces
      • Account setting
        • Profile
        • Notification
        • Account
        • Display
    • ๐ŸขOrganization and workspace
      • Organization
        • Create an organization
        • Join an organization
        • Leave an organization
      • Guest
      • Workspace
        • Create a workspace
        • Join a workspace
        • Leave a workspace
        • Manage a workspace
      • Permission
    • ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘งTeam
      • Find a team
      • Create a team
      • Join a team
      • Team setting
        • Team admin and member
        • Team permission
    • ๐Ÿ’พProject
      • Project setting
      • Project owner and member
      • Project permission
      • Project overview
      • Project tab
      • Script and media review permission
    • ๐Ÿ“ฆPortfolio
      • Timeline
        • Edit and filter timeline
        • Add, edit and delete event
      • Permission
    • ๐Ÿ“ฉInbox
    • ๐Ÿ”‘My task
    • ๐Ÿ’ชApp integration
      • Google Ads integration
      • YouTube integration
      • Ocean Engine integration
      • Douyin integration
    • ๐ŸŽฎAdmin console
      • Manage member
      • Manage team
      • Manage bill
      • Manage application
      • Manage setting
  • Product Guides
    • โœ๏ธScript
      • Start with an empty script
      • Start with a storyboard
      • Start with a speaking script
      • Comment on script
      • Review script
      • Modify script
      • Manage more scripts
        • Add custom fields to script table
        • Filter, sort, hide, and group the script table
      • Derive script
    • ๐Ÿ“ธMedia review
      • Comment on media
      • Compare media
      • Approve media
      • Modify media
      • Manage more media
        • Add custom fields to media review table
        • Filter, sort, hide, and group the media review table
    • ๐Ÿ”Creative
      • Manage more creatives
        • Batch rename creatives
        • Add custom fields to creative table
        • Filter, sort, hide, and group the creative table
    • ๐Ÿ“ขDistribution
      • Manually publish the creative on ad platforms
        • Google Ads
      • Manually post the creative on social media
        • Douyin
      • Modify and cancel your distribution plan
    • ๐Ÿ“ˆReporting
      • Ad platform
      • Social media
    • ๐ŸšฆWorkflow
      • Script review workflow
      • Media review workflow
    • โณTimeline
      • Edit timeline
      • Filter and sort timeline
      • Add, edit and delete event
    • ๐Ÿ—‚๏ธCustom field
    • ๐Ÿ“Custom rule
      • Trigger
      • Action
  • Community
    • ๐Ÿ”ฅSay hi!
  • Update log
    • ๐Ÿ› ๏ธUpdate log
  • Troubleshooting
    • ๐Ÿ“กBrowser and connectivity issues
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    • Privacy Statement
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  1. Fundamentals
  2. Project

Project setting

PreviousProjectNextProject owner and member

Last updated 1 year ago

Click the drop-down arrow to access the following options:

  • Edit project details - modify the name and description;

  • Manage project permissions;

  • Set color & icon;

  • Copy project link;

  • Add to Portfolio;

  • Delete project.

Tips:

  1. Click on the current project icon to quickly set the color and icon.

  2. Hover over the current project name and click to change the project name.

  3. Favorite the project by clicking the star symbol beside the project name, adding it to your sidebar for easy access.

To change a project's name and description:

  1. Click on the drop-down menu;

  2. Select "Edit project details".

To change a project's color and icon:

  1. Click on the drop-down menu;

  2. Select "Set color & icon"๏ผ›

  3. Choose your ideal color & icon.

To move a project to another team:

You can only move a project to the team you have joined.

  1. Click the drop-down menu;

  2. Select "Edit project details";

  3. Type the name of the destination team.

To edit project permission:

Project admins can control who can edit project icons and workflows, and invite project members. By default, both project admins and editors have these permissions.

However, you can modify this to allow only admins to perform these actions, ensuring tighter management control over the project.

The project permission setting is available for CreatiBI's Business plan and above.

  1. Click on the dropdown menu;

  2. Select "Project permissions";

  3. Click on the dropdown to choose either "Project admins and editors" or "Project admin".

To copy a project link:

  1. Click the drop-down menu;

  2. Select "Copy project link".

To add a project to the portfolio:

  1. Click the drop-down menu;

  2. Select "Add to portfolio";

  3. Type the name of the destination portfolio.

You will see a list of portfolios that already include the current project and there is no need to add it again if it has already been included.

To delete a project:

  1. Click the drop-down menu;

  2. Select "Delete project".

Assigned scriptwriting and video review tasks will not get deleted. You can find these tasks in "My task" and keep working on these.

Related article

Deleting a project deletes it for everyone. Only delete projects that you are sure no one wants to keep. Only can delete projects.

Like what you see? Get started with a free 30-day CreatiBI trial today. .

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project admins
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๐Ÿ’พProject
Project owner and member
Project permission
Project overview
Project tab
Script and media review permission