Project keywords are words associated with sales cases and projects to identify goals, issues or other considerations to help inform decisions and delimit report results.
Manage project keywords
To manage project keywords go to Settings > Project management > Project keywords. You can add new keywords based on your needs and edit the existing ones. When editing a keyword, you can see with how many projects it is associated with and view a list of those projects.
To disable or delete a keyword, just hover your mouse over the row and the available actions appear. When deleting a keyword that is associated with projects, you are prompted to either swap the keyword to another or delete the specific keyword from them.
Did you find it helpful? Yes No
Send feedback