Applies to Engineer and Manager plans
Learn more about editing records.
There are two ways to edit a project in TopLeft:
- From the ellipsis button on the card on the Kanban board, from the Edit Project option. When you save your data, the project is updated in ConnectWise.
- From a project timeline.
To edit a project in Autotask, click the card title to open it in the Autotask web app.
Edit Project
The following fields can be edited:
- Name
- Start date (conditional)
- End date
- Project lead resource
- Status- You can also change status by dragging between columns.
- Department
- Type
- Description
Show Notes
Display the project notes. If there are many notes, navigate to earlier notes by using the paging function at the bottom of the dialog.