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Projects Management

Administrators manage projects from Projects in the sidebar. A project labels and colours appointments; it does not grant access. See appointment management to assign it to an appointment.

Add Projects​

To add projects:

  • Open Projects in the sidebar
  • Click on New Project
  • Add a Project Name and optionally configure the other properties

Add new project

Edit Projects​

To edit projects:

  • Open Projects in the sidebar
  • Select the Project you want to edit
  • Edit the Project and click on Save

Delete Projects​

To delete projects:

  • Open Projects in the sidebar
  • Click on the menu button next to the project you want to delete
  • Click on Delete
  • Confirm that the project will be deleted permanently

If you want to remove projects from the dropdown list but not delete it completely you can instead archive it.

Archived Projects​

Archived projects no longer appear in the project dropdown when creating or editing appointments. Open the Archived tab on Projects to find them and restore a project when it is needed again. Prefer archiving to permanent deletion if you want to retain the project for historical appointments.

warning

Review affected appointments before permanently deleting a project. Deletion is not the same as archiving and the app has no project recycle bin.

Archived projects view