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Definition & members

The Definition & members screen gathers a project's configuration and the management of its team. You reach it from the Definition & members menu in the project sidebar.

The project definition​

This is where the project's core attributes are set:

  • Project name
  • Type: Planning (Gantt), Flow (Kanban) or Sprint (Scrum)
  • Start and end dates
  • Project calendar (working days, holidays) — drives duration calculation
  • Advanced settings: auto-schedule options, budget configuration, custom fields
  • Option to mark the project as a reusable template

Changes are saved via the screen's save button.

Members​

The Members tab lets you add people to the project and assign them a role (Project Admin, Project Leader, Reader, Resource).

Permissions

Member management and editing the definition are reserved for the Project Admin. The Project Leader sees this screen in read-only. The detail of roles and their rights is documented in Project members.

See also​

Good habit

Set the calendar and auto-schedule settings before building the planning: they drive the date calculation of every task.