Managing a Project

Once a project exists, every detail is editable from the workspace toolbar or the three-dot menu. 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 Set Project Dates modal opens
2. Pick a Start Date and / or Due Date with the date pickers
3. Use the small Reset link under each field to clear it
4. Click Save Dates

The toolbar button label updates to reflect the new range.

Dates surface in:

• The Timeline tab
• 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 from the Edit Project modal

The Edit Project Modal

For deeper edits, open the toolbar's three-dot menu → Edit Project.

The modal opens via AJAX and lets you change:

• Client — re-assign the project to a different client (this re-filters which client users can see it)
• Project Lead / User — re-assign the lead (cascades from the chosen client)
• Active flag (toggles the On Hold pill)
• Custom postname — the friendly project name independent of the post title
• Other ACF-managed metadata your portal exposes

Click Save Changes. The page reloads to reflect the change.

Managing Team Members

Click the person + gear icon in the toolbar (or Add Project Member when no members are assigned). The Manage Project Users modal opens with two columns:

Available Users (left)

• Internal team members
• Users from the assigned client
• Filtered to exclude users already on the project

Assigned Users (right)

• Everyone currently on the project
• Each row has a remove action

Pick a user from the left to add them to the right; click remove on the right to take them off. Changes save immediately.

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

Per-Project Tab Configuration

ClientCove ships seven possible tabs (Board, List, Overview, Files, Timeline, Team, Reference). Each project decides which to show.

Default configuration

Out of the box, new projects have:

• Board — enabled
• List — enabled
• Overview, Timeline, Reference — disabled
• Files, Team — auto-managed (off until content exists, then on)

Changing it

Tab configuration is stored on the project as project_tab_config. To change it from the UI, open the project's edit screen in WordPress admin and edit the field, or expose a frontend tab manager via your customization (advanced).

Auto-managed tabs (Files, Team) cannot be force-disabled — they reflect actual content. To "hide" them, remove all files / team members from the project.

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.