Post

1 follower Follow
0
Avatar

How to edit project title?

I have imported a MS Project file into Clarizen.  I want tot change the name of the project but I don't see a way to edit the project title.  This is both before activating the project and while I put the status of the project on Pause.

Amy Blakeley Answered

Please sign in to leave a comment.

3 comments

0
Avatar

Hi Amy,

The export function is still around in V6 and will allow you to export/back up your data.

When you're in your project, projects module, task module or even cases and customers modules, you will have an export button, most often under the Utilities sub menu.

You'll be able to choose between downloading or being emailed the file. 

Jonathan Angel 0 votes
Comment actions Permalink
0
Avatar

Actually it was much easier than that.  Once the MS Project item is imported, go to the Work Items tab and then click on the project you want to change the name of.  The cell opens and you can change the title of the Work Project.

Amy Blakeley 0 votes
Comment actions Permalink
0
Avatar

I think that answer was meant for another post =)  Also Amy you can upload a photo for each project when you are editing the name, just click the icon.

Josh Santos 0 votes
Comment actions Permalink