Adding and Updating a Project's Configurations

Managing project configurations is crucial for effective project management in TeamWave. In this guide, we will walk you through the steps to add and update project configurations, ensuring that your projects run smoothly and efficiently.

Section 1: Updating Project Details

1.1 Accessing Project Configurations:

To update the details of an existing project, begin by accessing the Configurations tab within your project.

1.2 General Tab:

Under the General Tab, you can edit important project details such as project name, description, and tentative start and end dates.

This allows you to keep your project information accurate and up-to-date.

1.3 Archiving or Deleting a Project:

You also have the option to archive or delete a project once it's completed or no longer needed.

Archiving keeps the project's data accessible but out of your active project list, while deletion removes it entirely.

Section 2: Managing Project Collaborators

2.1 Our Team Tab:

In the " Our Team" tab, you can manage project collaborators by adding or removing teammates.

This ensures that the right people have access to the project and its tasks.

2.2 Client/Vendor Tab:

From the " Client/Vendor" tab, you can invite clients to collaborate on the project in various capacities.

They can either act as observers or have full access to tasks, notes, files, and discussions, depending on your preferences. It's important to maintain transparency and communication with clients through this feature.

Section 3: Integrating Invoicing Systems

3.1 Integrating Invoicing Systems:

You can integrate systems such as Xero or Quickbooks from the 'Invoicing tab'

TeamWave allows you to streamline your invoicing process by integrating systems such as Xero or Quickbooks.
This integration enables you to send invoices directly through TeamWave, simplifying your financial management.

Note: The configuration page is accessible to Super Admins and Project Owners.