How to change a project
TL;DR: Manage your projects from the Projects list. You can add notes on the project card, modify the project workflow, and update the project status (cancel, archive, or delete) to control which tasks appear on team dashboards.
Who can do this
Team members with project management permissions
Only the company account owner can delete projects
Project card overview
The project card displays key project information. You can enter notes related to the project, and the Logs section shows who performed which activities on the project.
How to change a project workflow
You can add tasks to a project workflow in two ways:
Open the three-dot menu on the project and select the Edit workflow option to access the workflow creation view.
Add tasks individually using the Add task option in the project header.
How to change project status
Update a project's status as it moves through your workflow stages to control which tasks appear on team dashboards.
Open Projects from the main menu.
Find the project in the project list.
Click the Pencil icon on the project row.
Select the new status from the Status dropdown.
The status updates immediately.
Status options
Cancel - Opens the workflow creation view. Add any tasks that need to be completed as part of the project cancellation process. These tasks appear on the dashboard.
Archive - Tasks are no longer displayed on the dashboard after the project is archived.
Delete - Only the company account owner can delete a project. All tasks related to the project must be deleted first.
Important: Before deleting a project, you must remove all tasks associated with it. Archiving is recommended if you want to preserve the project history while removing it from active dashboards.
Viewing projects by status
The project list organizes projects into status tabs:
Each tab shows the count of projects in that status.
Click any tab to filter the project list by status.
Use the Status column to see each project's current status at a glance.
Combine status filters with other filters such as Client, Manager, or Date.
See also: How to Use Project Statuses in Uku for complete guidance on status-based project management.
Troubleshooting
Cannot delete a project: Only the company account owner has delete permissions. Additionally, all tasks under the project must be deleted before the project itself can be removed.
Archived project tasks still showing on dashboard: Refresh the page after archiving. If tasks persist, verify the project status was saved correctly by checking the Status column in the project list.
Pencil icon is not visible on the project row: You may not have the required permissions to edit this project. Contact your account administrator to verify your role.
Workflow changes not reflected in tasks: Tasks already created are not automatically updated when the workflow changes. New tasks added after the workflow edit will follow the updated workflow.