How to Edit Project?

Date Updated: 04 July, 2024

Refine Your Project's Core Details with Crosscheck's 'Edit Project' Feature

Update specific aspects of your existing project with the Crosscheck 'Edit Project' feature, ensuring it aligns with your current needs and team dynamics.

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.
• Select the "Edit" option, and a form pre-filled 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 the free plan)

Note: You can also edit the project's information from the 'More' tab inside that project.

Review and Create Project:

• Double-check all the entered information for accuracy.
• Click the ‘Save’ button to finalize the updates to your project.

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

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

Frequently Asked Questions

Who can edit a project in Crosscheck?

Only users with Owner, Admin, or Project Manager roles can edit projects.

What details can I edit in a project?

You can edit the project name, status (Open or Close), share settings, and ID series (not available in the free plan).

Can I revert changes made to a project?

Yes, you can revert changes by editing the project again and updating the details as needed.

How do I access the Edit Project feature?

Click on the projects icon from the sidebar, then click on the menu icon next to the project's name, and select "Edit."

Can I change the project's ID series after creation?

Yes, you can adjust the project's ID series to better suit your tracking needs.

What happens if I delete a project by mistake?

Contact our support team immediately at info@crosscheck.cloud for assistance with project recovery.

Is editing project details available in all Crosscheck plans?

Yes, editing project details is available across all Crosscheck plans.