The General settings page for a project lets you rename it and manage which playbook is applied. To open it, go to Settings > Projects, select a project, and open the General tab.
Renaming a project
Edit the Project name field with the new desired name and click Save. Your changes are reflected across the platform—in navigation menus and member lists for the project.
Playbook
A playbook defines the document types and key terms used in this project. The currently assigned playbook (if any) appears under the Playbook section. If there is no playbook applied, you will see "No playbook applied."
Changing the playbook
Click Change in the playbook section to open the playbook picker. You can only select from Projects type playbooks for assignment.
Important: Changing a playbook replaces the current document types and key terms. Existing documents will be recategorized to match the new playbook’s configuration. This action cannot be undone.
Managing playbooks
Playbooks are created and edited 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 through the chat bubble in the bottom right or contact [email protected].