Project setting

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"；

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:

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

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.

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