Project settings

Every project has a settings page where you keep its basics up to date: the name, a short code, a description and a cover image. Getting these right helps everyone on the project recognise it at a glance and keeps card numbers tidy.

The sections

A project is the shared workspace for one building or interior job. Everything you configure about it lives under Settings, in a list down the left:

Section	What it covers
Project details	The name, the project code, a description, the site address and the cover image.
Spaces	The rooms or areas within the project, such as Kitchen or Hallway. Spaces have their own short guide.
Board settings	The columns cards move through, plus the project’s labels, epics and roles.
Manage meeting types	The kinds of meeting this project runs. Only when meetings are switched on for your workspace.
Access	Who from your own team may open this project.
Archive project	Put a finished job away without deleting anything.

You only see the sections you are allowed to use, so your list may be shorter than the one above.

Tip: Board settings used to be a separate page reached from the board. It is a section here now, and the Board settings tab on the board still takes you straight to it. Old links keep working.

Who can change what

Project settings are for people in the company that owns the project. Partners or clients you invite from outside the company do not see them at all: they work on the board and the cards, not on the project’s setup.

Within your own company there are three levels:

• Project details and Spaces are open to anyone who can edit the project. Most team members can; viewer-only members can see the project but not change its setup.
• Board settings and Manage meeting types additionally need your subscription to be in good standing. If the workspace has gone read-only, you can still read these but not change them, so you can see what is waiting for you when billing is sorted out.
• Access and Archive project are for company admins only. If you are not an admin, those two do not appear in the list.

How to edit the project details

1. Open the project, go to Settings, and choose Project details.
2. Update the Name.
3. If you want, change the Project code. It must be four characters: a letter followed by three more letters or numbers (for example, B12A). Each code must be unique within your workspace. Existing cards keep the number they already have; only new cards use the updated code.
4. Edit the Description to add a short summary of the job.
5. Click Save. A short confirmation appears when the changes are stored.

How to set or change the project image

1. Under Settings > Project details, find the Project image area.
2. To add an image, drag a file onto the drop zone or click it to browse. You can use a JPG, PNG or WebP file up to 5 MB.
3. If the project already has an image, hover over it and choose Change image to swap it, or Remove to clear it.
4. Click Save to apply the change. The image is not stored until you save.

Tip: A clear cover image makes a project easy to spot in your project list. A render or a photo of the front of the building works well.

Who can open this project

Under Settings > Access. By default a project is open to everyone in your company, and a new colleague can reach it from the day they join. An administrator can limit it to a chosen few instead.

Choose A selected team and everyone starts on the project; you then switch off the people who should not be there. It works that way round on purpose: nine projects in ten are the whole team, so removing a couple of names is quicker than rebuilding a list you already had.

A few things worth knowing:

• Administrators always keep access, whichever way the setting is left. Without that, a project could be made unreachable by everyone, with nobody left able to undo it. Their switch is shown on and cannot be turned off.
• Invited external collaborators are not affected. They were invited to this project by name and keep their access either way.
• Nothing is reassigned. If someone still has open cards or a project role when you take them off, Wyroo says so with the real numbers and leaves the work exactly as it is. Those cards keep their assignee, shown greyed on the board with a note that the person no longer has access, so the work is never quietly detached from whoever was doing it.
• Switching the limit off and on again keeps the team you picked.
• Someone who loses access stops receiving notifications about the project, and it disappears from their project list and search. If they have the project open at that moment, the page sends them back to their projects.

You can also make this choice while creating a project, at the bottom of the new-project screen.

How to archive a project

Archiving hides a finished project from your active project list without deleting anything. You can bring it back later.

1. Go to Settings > Archive project (company admins only, so the section is not in your list otherwise).
2. Click Archive project.
3. Confirm in the dialog that appears.

The project drops out of the active list and you are returned to your projects. To reactivate it, go to Settings > Archived projects and restore it.

Tips

• Keep the project name short and recognisable; it shows up everywhere the project is listed.
• Choose the project code early. Changing it later does not renumber existing cards, so old and new cards can end up with different prefixes.
• Archiving is reversible, so it is the safe choice when a job wraps up but you may still need the history.

To learn how rooms and areas work inside a project, see Spaces. For the columns cards move through, see Board settings.