Edit a project

Depending on your user role, the Projects page allows you to perform a variety of tasks. It serves as a centralized location where you can edit your project details, view the issue tracking connection status, link or relink your project, and recover from errors. 

Who can use this feature?

• Organization administrators, workspace administrators, workspace users with Issue Tracking permissions. Only administrators can set up a new issue tracking integration.
• Available for the Accelerate and Enterprise packages. Also, for the Essential package with the Integrations add-on.  
• To learn about user roles and permissions, go to User groups. To learn more about issue tracking integrations, go to Project management and read about issue tracking with Asana, Azure DevOps, and JIRA. 

On this page: 

• Edit project details
• Edit issue tracking for the project
• Configure progress mapping
• Reauthorize an issue tracking connection for the project
• Set up a new connection if no connection is available or suitable
• FAQs

Edit project details

To edit project details:

1. Navigate to the workspace level. 
2. Under Find and Fix, select Projects and tasks.
3. Find the project you want to edit and select the three-dot action menu.
4. Choose Edit from the dropdown menu.
5. Make your edits.
6. Select Save.

Edit issue tracking for a project

To edit issue tracking for a project (Issue Tracking roles only):

1. Navigate to the workspace level. 
2. Under Find and Fix, select Projects and tasks.
3. Find the project you want to open and select View project.
4. Depending on whether issue tracking has been configured for this project:
   • Select either Connect issue tracking or Edit issue tracking.
   • In the Connect to issue tracking software dialog, make the relevant selections, and then select Set connection. The platform displays the following notification: Your issue tracking connection has been established.

Configure progress mapping

1. Go to Projects/tasks.
2. Find the project you want to map to and select the three-dot action menu.
3. Select Configure Progress Mapping.
4. Choose the issue tracking software status you want to map to the platform task progress. Note that each status can only be connected to one platform task progress.
5. Choose the platform progress that you want to map to the issue tracking software status. 

Note that you can also configure one section but not the other depending on your needs

6. Select Save.

For more information, review these articles: Edit a Jira connection, Edit an Azure DevOps connection, or Edit an Asana connection. 

Reauthorize a connection for a project

To edit an issue tracking connection for a project (Issue Tracking roles only): 

1. Navigate to the workspace level. 
2. Under Find and Fix, select Projects and tasks.
3. Find the project you want to open and select View project. If the project has an error with the issue tracking connection, a notification is displayed.  
4. Select Edit issue tracking connection. The Edit connection page is displayed. 
5. Select Review error message, to learn more about the error. Select Close, to close the message. 
6. Select Reauthorize connection. 

Set up a new connection if no connection is available or suitable

To set up a new issue tracking connection (administrators only): 

1. Navigate to the workspace level. 
2. Under Find and Fix, select Projects and tasks.
3. Find the project you want to open and select View project.  
4. Depending on whether issue tracking has been configured for this project:
   1. Select either Connect issue tracking or Edit issue tracking. 
   2. In the Connect to issue tracking software dialog, select set up a new one. 
   3. On the Add connection page, select the connection you want to set up. For example, select Asana, Azure DevOps, or Jira. 
   4. Proceed to set up this connection.  To learn more about setting up a connection, go to Project management. After you have set up the new connection, the Project page is redisplayed.

FAQs

Here are the answers to most frequently asked questions about working with issue tracking connections directly from the Project page. 

• Are the issue tracking tasks on the Project page available for all Level Access packages?  
  No. You can't perform the tasks nor see the connection status if you use the Basic package, or the  Essentials package without the Integrations add-on.
• What happens when I switch the integration project with tasks linked?
  You are prompted to decide whether you'd like to push previously linked tasks to the new project.
  • If you'd want to leave them as is, select No, I will do this manually later.
  • Otherwise, select Yes, automatically push all previously pushed tickets to the newly selected project.  
• What do I see if I do not have an Issue Tracking role? 
  You can see the connection status, but can't take any actions. If you select Connect issue tracking or Edit issue tracking, you'll be notified that you don't have required permissions to complete the task.   
• Can I set up a new issue tracking connection if I have an Issue Tracking role?
  No. Only administrators can  set up a new connection. 
• What happens when a connection breaks?
  The user interface contains a few indicators. the status turns red, an error icon appears, as well as a notification that there’s a connection problem. Administrators can fix it from the same page.