Projects

Bring your projects to life with precision — our guide shows you how to manage and scale effortlessly.

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Projects

Project Setup
Milestone/Features

How to Edit Project?

Date Updated: 20 May, 2024

Create a Project

Refine your project's core details with the Cross-Check 'Edit Project' feature. This focused guide helps you update specific aspects of your existing project, ensuring that it aligns with your current needs and team dynamics.

What You'll Need:
  • An active Cross Check account with Owner, Admin, and Project Manager role access.

Note: Developer and QA roles do not have project creation access.

Steps to Edit Your Project:
Access Project Editing:
  • Click on the projects icon from the sidebar.
  • Click on the menu icon in front of the project's name you want to edit.
  • Click on the edit option, and a form prefilled with the project's information will appear.
Make Your Edits:
  • Project Name: Change the name of your project if required.
  • Project Status: Update the status to 'Open' or 'Close', depending on your project's current phase.
  • Share With: Modify the list of users or teams who have access to the project.
  • ID Series: Adjust the project's unique ID series for better tracking and identification. (not available in free plan)

Note: you can also edit the project's information from more tab inside that project.

Review and Create Project:
  • Double-check all the entered information for accuracy.
  • Click the ‘Add Project’ button to finalize the creation of your new project.

Note: By default, all projects are shared with Owners and Admins.

  • Your project in Cross Check is now updated with the latest details, ensuring it stays relevant and effectively managed.

Need Help? If you require assistance or have questions during the project editing process, our support team is eager to help. Contact us at info@crosscheck.cloud.


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