Managing a Project

Once a project exists, most details are editable right from the workspace header, and the rest from the Projects list. This page covers all of them.

Editing the Title

In the workspace toolbar, the project name reads Project: <name>.

• Click the title to enable inline editing
• Type the new name
• Press Enter to save, or Esc to cancel
• A toast confirms the change

The new title propagates to the breadcrumb, browser tab, and project list.

If you have view-only access, the title is not clickable and a yellow View Only badge appears next to it.

Changing Status

The status badge sits to the right of the project number in the toolbar.

1. Click the badge — a dropdown opens
2. Pick from: Open, In Review, Needs Client Action, Submitted, Completed, In Progress, On Hold, Cancelled
3. The badge updates immediately and the change is logged

Each status has a color-coded dot in the dropdown so you can scan them quickly.

Setting Dates

Next to the project number, a button shows the current date range (or "Set dates" if none).

1. Click the button — the Project dates popover opens
2. Pick a Start date and / or Due date with the date pickers
3. Click Clear under a field to clear it
4. Click Save — or press Enter in either field to save

Press Esc, or click away from the popover, to close it without saving.

The toolbar button label updates to reflect the new range.

Dates surface in:

• The Timeline tab
• The project's Calendar tab (when enabled)
• Card-level start/due fields (when set on cards)
• Dashboard project widgets

Active vs On Hold

A project's Active flag is separate from its status. Use it to pause a project without losing the workflow context.

• When active is false, an orange On Hold pill appears next to the project name in the Projects index table
• The status field remains untouched — useful when a project is in "In Progress" but parked for a week
• Set the flag with the Project Status switch in the Edit Project window (see below)

Editing Project Details

Details that aren't in the project header are edited from the Projects list:

1. Go to Projects
2. Click the pencil button (Edit Project) on the project's row — administrators and editors only
3. Change any of:
   • Project Name and Project Number
   • Status
   • Client — re-assigns the project to a different client (this changes which client users can see it)
   • User — sets the project's assigned user. The project lead always stays on the team.
   • Category
   • Project Status — the Active switch (off shows the On Hold pill)
4. Click Save changes

Managing Team Members

Click the person + gear icon in the toolbar (or Add Project Member when no members are assigned). The Project users popover opens:

• On this project lists everyone currently assigned, each with a remove button
• Add people — a search field that filters as you type, with results split into Client users and Internal users

Click a result under Add people to add them to the project; click the remove button next to a name under On this project to take them off. Changes save immediately — there's no separate save step.

Once added, members appear in the toolbar avatar group with a live-online pulse animation when they're currently viewing the project.

At least one administrator or tech user must remain on the team.

The Project Lead

Every project has one project lead, chosen when the project is created (see Creating a Project). The lead is always one of the project's assigned users.

• In the header, the lead's avatar has a small star and sits in front of the others. Hovering shows <name> (Project lead).
• In the Project users popover and on the Team tab, the lead has a Lead badge.

Changing the lead

1. Click the person + gear icon in the toolbar to open the Project users popover
2. Under On this project, click the star button (Make project lead) next to the new lead

The lead can't be removed from the project. To take them off, make someone else the lead first — otherwise you'll see The project lead must stay on the team. Choose a new lead before removing the current one.

Staff who can manage project users can change the lead. Client users can't, even when they're assigned to the project.

Per-Project Tab Configuration

Each project decides which tabs to show and in what order. The available tabs are Board, List, Overview, Timeline, Files, Team, Reference, Decisions, Scope, Process and Status, and Calendar.

Default configuration

Out of the box, new projects have:

• Board and List — always available
• Files — off until files are uploaded, then on automatically (you can also turn it on yourself)
• Team — appears automatically once two or more people are on the project
• Everything else — off until you add it

Changing it

1. Open the project
2. Click the gear at the end of the tabs row (Manage Tabs)
3. In Manage Project Tabs:
   • Drag tabs to reorder them
   • Use the switches to show or hide a tab
   • Under Add Tabs, click Add next to a tab to turn it on
4. Click Save Changes, which is disabled until you've made a change — the page reloads with the new tabs. Cancel (or closing the window) reverts anything you changed.

Only administrators, editors, system admins and tech admins who can edit the project see the gear.

The client access line

Manage Project Tabs has one more control: a movable client access line. Tabs listed above the line are shared with the client, when they're also switched on; tabs below the line are internal — the client can't see them at all, and their data is refused even by direct link.

• Move a tab across the line by dragging it, or dragging the line itself, past it
• Use the arrow keys on a tab's grip or the line's own handle to move it one position at a time
• Hover (or focus) a row to reveal Make internal or Share with client in place of its badge — click it to move the tab to the other side of the line in one step
• Client portal will show at the bottom of the window previews, live, the shared and switched-on tabs the client will actually see
• Decisions can never be shared — it has no share button, and any attempt to drag or move it (or the line) past it snaps back below the line

New tabs added from Add Tabs always start internal, below the line.

Existing vs. new projects: a project that existed before this line was introduced keeps sharing every tab its clients already saw — nothing changes on upgrade. A brand-new project (including one created from a template) shares nothing until your team drags a tab above the line.

The team sees it too. On the tab bar itself, team members (not clients) see a small eye icon next to the label of any tab that's shared with the client, so you can tell at a glance what the client can see.

Nothing shared yet. If a project shares no tabs, admin-level users see a notice above the tab row — "Clients can't see any tabs on this project yet." — with a Share tabs button that opens this window. Clients, meanwhile, see a placeholder in place of the tabs: "Sit tight while we put your project together."

When the tabs don't fit

When the window or panel is too narrow for every tab label, the tabs row doesn't wrap. Instead:

1. Tabs you're not on shrink to their icons — hover one to see its name. The tab you're on keeps its label.
2. If that still doesn't fit, the last tabs move into a More menu. Pick one there to open it; it takes a place in the row.

The tab you're on never moves into More. On phones, the tabs become a dropdown.

The Three-Dot Menu

The ⋯ button at the right of the project header is shown to administrators, editors, system admins and tech admins. It has:

• Export Tasks to Excel — downloads the project's cards as a spreadsheet
• Make Template — see Project Templates
• View Activity Log — see below

Activity Log

Every action ClientCove logs about a project — title changes, card moves, comments, file uploads, status changes — appears in the project's activity log.

Opening the log

Toolbar three-dot menu → View Activity Log.

What you see

A right-side drawer slides in showing each entry:

• Who did it
• When (relative time + absolute on hover)
• What changed (e.g. "moved card 'Design review' from Doing to Done")

The drawer scrolls independently of the page. Close it with the X in the header or by clicking the dimmed backdrop.

Archive & Restore

When a project is finished and you don't want it cluttering the active list:

Archive a single project

• From the Projects index, hover the row's actions and click Archive
• Or use bulk actions to archive several at once

View archived projects

• In the index sidebar, click View Archived
• The page switches to show archived items only

Restore

• In the archived view, select projects and click Restore Selected
• The projects rejoin the active list

Permanent delete

Administrators and Editors only. From the archived view's bulk actions, click Permanently Delete. This removes the project post, attachments stay in the WP media library.