The Goal: Update the details of an existing project — such as its description, type, and associated contacts — so your project record stays accurate.
Before You Begin:
- You need staff access to the Projects feature in your back office.
- Have the project you want to update already created, so it appears in your projects list.
Step-by-Step Instructions
- Go to Home, My workspace section, click Projects.
Select the project you wish to update.
- Click the Edit Details button.
Click Edit Details.
- Edit the desired fields.
- Click Done to finalize your changes.
Common Pitfalls
- Forgetting to click Done: Edits aren’t saved until you click Done — navigating away first will discard your changes.