Step 12: Project Settings
Fields like project title, description, user roles, access control, and integration tokens govern how the project is managed in the tool. This final module is the administrative hub for your project, ensuring that the right people have the right permissions and integrations work seamlessly.
Key Project Configurations
Project Title & Description
Manage the name and short overview of your project as it appears in the UI. This ensures that the project is easily identifiable on the dashboard and in reports.
- Detailed questions for this section will be available soon.
Access Control (User Roles)
Invite team members to the project and assign them roles (e.g., Admin, Editor, Viewer). This is fundamental for collaboration and security, ensuring people can only see or change what they are authorized to, preventing accidental edits or unauthorized access to sensitive scope details.
- Detailed questions for this section will be available soon.
Integration Tokens
Connect your project to third-party tools like Jira, Slack, or GitHub by managing API keys and authentication tokens here. This is the engine that powers the automated handoff, so keeping keys secure and up-to-date is crucial for the workflow.
- Detailed questions for this section will be available soon.
Tags
Apply labels to your project (e.g., "Mobile," "Q3-2024," "Internal Tool") for better organization. Tags allow you to quickly filter and find projects on your dashboard, which is especially useful when managing a large portfolio.
- Detailed questions for this section will be available soon.
Project Lifecycle
Manage the project's state and history. This includes viewing the creation and last updated dates, and having options for archiving or deleting the project when it is complete or cancelled, keeping your workspace clean and relevant.
- Detailed questions for this section will be available soon.
Key Artifacts
This module produces documents that ensure project governance, security, and traceability.
- Audit Log: A detailed, exportable log of all significant changes made to the project scope, including who made the change and when.
- Access Control Report: A report listing all users with access to the project, their assigned roles, and their last activity date. This is crucial for security audits.