The General settings page for a project lets you rename it and manage which playbook is applied. To get there, go to Settings > Projects, select a project, and open the General tab.
Renaming a project
Enter a new name in the Project name field and click Save. The name is displayed across the entire project — in navigation and member lists.
Playbook
A playbook defines the document types and key terms used in this project. The current playbook name is shown under the Playbook section. If no playbook has been applied, it shows "No playbook applied".
Changing the playbook
Click Change to open the playbook picker and select a different playbook. Only Matrix (Projects) type playbooks are available here.
Important: Changing a playbook replaces the current document types and key terms. Existing documents will be recategorized to match the new configuration. This action cannot be undone.
Managing playbooks
Playbooks are created and maintained in Settings > Organization settings > Playbooks. See Playbooks for full details.
If you need additional help with project settings or encounter any other problem, don't hesitate to reach out to us through the chat bubble in the bottom right or contact [email protected].