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Updating project information

Learn how to edit existing project details.

Updated this week

How to Update a Project

If you need to make changes to an existing project:

  1. Go to the Projects tab on your dashboard.

  2. Find and click on the project you want to update — this will open the project info tab.

Editable Fields

From the project info tab, you can update the following:

  • Project Name – Change the name as needed.

  • Project ID – Edit the unique ID for easier reference.

  • Client – You can reassign the project to another client, but be aware:
    ⚠️ Changing the client will remove all events associated with this project.

  • Client Contact – Update the primary contact linked to the project.

  • Due Date – Adjust the project’s completion deadline.

  • Project Owner – Change the person responsible for overseeing the project.

  • Project Brief – Provide or update a short summary of the project’s goals.

  • Production Description – Specify what signage, print, or production work needs to be completed for the project.

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