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How to modify your project?

Introduction

Making changes in your project when it is underway is as much inevitable as indispensable step
in the project progress.

This guide will show you how to adjust the created project settings, change its title and description,
as well as its project manager and add/remove team members.

Step 1. Access the TeamLab Projects

Enter your TeamLab portal and click the Projects link at the center.

How to modify your project? Step 1 How to modify your project? Step 1

In case you have already logged in to the portal and been using it for some time click the Projects link at the top of the page.

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Step 2. Select a project to modify

Switch to the Projects tab. A new page opens with the list of all the projects you participate in. Open the necessary one by clicking its title.

Note! Note: to be able to modify the selected project you must be its project manager or a portal administrator.
How to modify your project? Step 2 How to modify your project? Step 2

The project home page will open.

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Step 3. Change your project title and description

Switch to the Project Settings tab. The Project Settings page will open. Enter a new Title for your project in the corresponding field. Add/change its Description, if needed, in the field below the title.

How to modify your project? Step 3 How to modify your project? Step 3

To apply the changes you made click the Save Changes button.

If you are a TeamLab administrator, your changes will take effect immediately. If you do not have administrative rights you will need to wait for the portal adiministrator to confirm the Project Change request.

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Step 4. Change the project manager

On the Project Settings page of your project scroll down to the Project Manager field. Open the drop-down list and select the desired person. Sort all users by group or use the filter field at the top to facilitate the search.

How to modify your project? Step 4 How to modify your project? Step 4

The selected person will be displayed in the Project Manager field. To apply the changes you made click the Save Changes button.

If you are a TeamLab administrator, your changes will take effect immediately. If you do not have administrative rights you will need to wait for the portal adiministrator to confirm the Project Change request.

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Step 5. Add/remove team members

Switch to the Team tab of your project. Click the Manage Team button. The Manage Team window will pop up.

Note! Note: the Team tab within the selected project is available for its manager or portal administrators only.

To add new members to your team, check the users you wish to add in the left part of the pop-up window and click the rightwards arrow Rightwards arrow to move them from the Users/Employees list to the project Team list.

To remove the users from your team, check the users you wish to remove in the right part of the pop-up window and click the leftwards arrow Leftwards arrow. The users will be removed from the project Team list.

How to modify your project? Step 5 How to modify your project? Step 5

When all the necessary users are added/removed, check the Notify project team box and click the Save button to apply the changes you made. The added/removed users will receive the notifications about the project team changes.

All your project team members will be displayed within the Team page. Now you can set the access rights for your newly added members or assign tasks to them.

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How to modify your project?
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