Every project serves a unique purpose, so you can tailor each project's modules to perfectly align with your workflow.
Details about Customizing Project Modules
Who Can Customize: Modules can be customized by the Workspace Owner, Project Owner, Admins, or a Custom Role with the Manage Project Settings permission enabled.
Automatic Updates: Customizations apply to all project members automatically.
Saving Customizations: You can save these customizations into Project Templates for future use.
Customizing an Existing Project
To configure an existing project:
Click on the plus menu next to the modules at the top of the project.
You will be directed to your Project Control Center.
Enabling / Disabling Modules
Toggle project modules on or off to control which features are accessible within the project.
Reordering Modules
Drag and drop modules to rearrange them in your preferred order. You can do this by using the drag tab on the left of the module when you hover over it, or by grabbing the module itself.
Renaming Modules
To enter a new name for a module, click the pencil icon that appears when you hover over the module.
Insert the desired name for the module and Save. If the the module name is left blank, it will revert to the default name of the module.
Hiding Modules
To access the hide controls for a module, click the eye icon that appears when you hover over the module.
Select the role(s) for which you want to hide the module within the project.
Hidden module tabs will not be visible to the roles that have the module(s) hidden from them.
Custom Modules
Embed a public share or read-only link to bring other workflows and experiences into your project. You can learn more about Custom Embeds here.
Configuring a New Project
After naming a new project, select the Configure Project button.
Here you'll be able to select the modules to disable. Note that disabling the Tasks module will remove the Task screen but still allow you to create tasks in your Roadmap view.
Once you've selected which modules you'd like to disable, create the project. You'll see that this project is now tailored to your specific needs.