Project Settings
To arrange project settings.
To manage the project and see the members, click "Settings" in the project. The Settings tab consists of 4 sub-tabs. By default, the "Members" sub-tab is shown. Only project admin can access to other sub-tabs.
NOTE: Only the project admins can edit the project settings. Other tabs, except member tab, cannot be accessed by members.
On this tab, you see project admins, members, and sub-projects.
Project Settings
If you are a project admin, you can add new members to the project. The people you want to add to the project must already be invited to Cubicl and had an account. To invite members to the organization account, check the Organization Settings page.
On this page, you can make people an admin or remove them from the project by hovering over the members with the mouse and clicking the button that appears.
In the Detail sub-tab, you can change the project name, user permissions, task states; can select workdays and hours, and automatically place them on task forms; add the estimated time field and additional task form fields to the tasks; you can select the pages you want to show in the project.
You can update the project name and privacy status. The private project is only visible to its members. The main project cannot be made private.
Project Details
You can add clients to projects. When you add a client to a project, that client will be automatically added to all tasks in the project.
Project permissions can be arranged for project members, non-project members and users. Project admins have full authority in the project.
Project Permissions
If no permission has been set for a user, the permission settings selected for Members or Non-Project Members will be applied.
Tasks states are Pending, Active, and Completed, by default. However, you can customize them according to your needs, or you can add new stages.
Task Stages
It is for Timeline and Gantt Charts. You can add working hours to task forms. Thus, the selected working hours will automatically be the start and end times of the task when creating the task.
Working Days and Hours of a Project
You can use project pages, estimated time, and additional task form fields to customize your project and task pages. You can hide project pages that you do not use, add an estimated time field to the task form to prevent unnecessary time spent on work, or customize the task form according to your needs by adding additional fields.
Customizing
You can automatically archive your completed tasks which did not get any new activity for the past 1 month. This way, you don't have to waste your time archiving your completed tasks.
Visit Project Settings>Details page for this.
Archive Tasks Automatically
Under the Actions sub-tab, you can integrate the project with the Slack Application; you can go to deleted tasks and export tasks in the project; archive or delete the project.
Slack is a messaging application for your projects. It can work integrated with Cubicl. If your company is using Slack before, you can get notifications via Slack for activities in Cubicl.
Slack Integration
You can go to deleted tasks.
You can bring back deleted tasks.
Deleted Tasks
You can export your task, except archived tasks, as Excel file.
Export Tasks
You can archive or delete projects that you no longer use or need.
NOTE: The main project cannot be archived and deleted.
NOTE2: Deleted projects cannot be restored.
NOTE3: When a group archieved, tasks on it also archieved.
Project Operations
To restore project from archive, select the project you want to restore from the Teams and Projects title on the Organization page. Click the Actions tab on the project's Settings page. You can continue to use the project when you click on the Restore Project From Archive button.
You can also access your archived projects from the Settings page of the parent project of the relevant project.
Project Operations
In the Tags sub-tab, you can view, create, edit, and delete tags of the projects. Tags are used to group tasks and make them more visible.
To add tags to tasks, you must first create them on this page. On this page, you can view tags at the top and create them in the form at the bottom.
Tags
To create a new tag, add a short tag name in the form at the bottom of the page and choose a color for the tag. Meanwhile, a preview of the new tag will be shown below.
To edit tags, mouse over the tags listed above. You will see buttons to edit and delete the tag. When you click on the edit button, the tag details are transferred to the form below. You can save the details after editing.
To delete tags, click the delete button. The tag will be deleted without any warning.
Last modified 2mo ago