The General Tab in Project Settings is your central hub for configuring and managing essential project information. This interface enables project leads and administrators to define project details, assign key roles, set timelines, and control project status.
Accessing the General Tab
Open your project.
Go to Project Settings.
Click on the General tab at the top of the settings panel.
Key Features and How to Use Them
Feature | Description |
Project Name | Enter or update the project’s name to clearly reflect its objective or deliverable. |
Start Date & Expected End Date | Define the official start and anticipated completion dates for the project. |
Project Lead | Assign the main person responsible for managing the project. Select from a dropdown list of team members, with avatars for easy recognition. |
Sponsor | Designate the project sponsor (typically a senior stakeholder or executive) from the team member list. |
Project Status | View the current status of the project (e.g., Active, Completed, Archive). |
Change Project Status | Use the Deactivate or Archive buttons to update the project’s status. The Archive dropdown lets you mark the project as On Hold, Cancelled, or Completed. |
Project Description | Use the rich text editor to add detailed descriptions, notes, or instructions. Formatting options include bold, italic, underline, lists, alignment, font size, color, subscript/superscript, images, links, videos, and emojis. This is ideal for documenting project scope, objectives, assumptions, and any critical information. |