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Project settings and Pinned items

Do you have important links that are related to the project in general? In project detail is section Pinned items, where you can add information and assignments you want to have well visible.

You can refer to important tasks, team rules, external document cloud or project note. Just share URL address.

What can you setup for other users?

  • Add Pinned items
  • Rows or column project view
  • Show/hide some project sections and order them
    • To-Do lists
    • Pinned items
    • Notes
    • Discussions
    • Last project activity
    • Files
    • Users

Pinned items to a project

It is a section with important links, that help your team make their way through a project. It is good to pin URL address for crucial tasks, notes, external document cloud or the client’s website.

Example of Pinned items at the top of the project Freelo ideas.
Example of Pinned items at the top of the project Freelo ideas.
Set project sections

First you have to set up project sections. There you can order the sections such as To-Do list, Notes or Pinned items.

How to pin new items

Find the section Pinned items. The link can be added via the green plus icon. Then input the URL address and name the pinned link > Save.

How to pin items to a project.
How to pin items to a project.

Project settings

If you want to have the pinned items visible to everyone, edit the listing of project sections in project detail. Everyone will see the same order.

Go to project detail, find the icon of setting on the right and select Project settings.

How to setup project view for you and other users.
How to setup project view for you and other users.

In case you are the project owner or admin, you can do settings for invited users as well. In case you are the invited user, you can set the view for yourself only.

Option to set the project just for you or others, when you are the owner or admin.
Option to set the project just for you or others, when you are the owner or admin.

Project views

Go to Project settings. If you are the project owner or admin, you can set the row or column view for other users. If you are the invited user, you can set the view for yourself only.

In case you use the methodology Inbox, In progress, Check, Done etc. we would definitely recommend to switch the view to kanban board/column view.

Select Rows or Column and confirm via Save Settings.

How to switch project view from rows to columns.
How to switch project view from rows to columns.

Project sections

In project detail are all its sections shown by default. Sections are:

  • To-Do lists
  • Pinned items
  • Notes
  • Discussions
  • Last project activity
  • Files
  • Users

And again, in case you are the project owner or admin, you can set the section view and listing for other users. If you are the invited user, you can set the view for yourself only.

You can set the view for you and the others differently. It is good when you want to see the last project activities/discussions as the project manager. The other sections are not so important for other users.

List the sections via drag & drop and confirm via Save Settings.

How to setup project sections for other users.
How to setup project sections for other users.
Updated on 27.8.2021

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