Project Settings
To arrange project settings.
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To arrange project settings.
Last updated
Was this helpful?
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.
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.
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.
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.
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.
By default, a project includes the following pages: Tasks, Files, Gantt Chart, Time Chart, Calendar, and Reports. You can hide any project pages you don't use by going to the Project Pages section under the Details tab of the project's settings page.
To avoid wasting unnecessary time, you can add an Estimated Time field to the task form. This option is available under the Estimated Time field in the Details tab of the project's settings page.
The default task creation form includes fields such as name, description, start and due dates, assignees, client, and tags. If you wish, you can make tasks more detailed by adding additional fields to the task form. This can be done from the Additional Task Form Fields section under the Details tab of the project's settings page.
The Estimated Time and any additional fields you add will appear on the right side of the task form.
You can customize what information appears in the Kanban and List View on the project's Tasks page. This can be done from the Task Fields to be Show field in the Details tab of the project's settings page.
Since the List view is displayed as a table, it shows all additional fields, including Estimated Time and Tags.
In the Kanban view, only one field is displayed at a time, and you can choose between Estimated Time or Additional Fields.
Note: If the additional field selected for the Kanban view is of the Number or Currency type, the sum of the values entered in the tasks will be displayed next to the task status. For example, if there are three tasks under the Pending stage with expenses of $10000, $5000, and $30000, the total of $45000 will be shown next to the Pending status. This feature is especially useful for teams tracking costs, as it provides an easy way to monitor the project's budget and expenses at each stage. Seeing the total values helps project managers understand how much work is still pending and the costs incurred at each stage of the project.
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.
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.
You can go to deleted tasks.
You can bring back deleted tasks.
You can export your task, except archived tasks, as Excel file.
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.
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.
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.
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.
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 page.
