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PROJECTS Guide 2 of 5

Project details

Edit Project holds everything about a project in one place: its name, color and task key, plus links, tags, client details, the forms that feed it, and context for AI.

Matches the live app1 min readUpdated Oct 20, 2026
app.taskift.com/brightside
The Edit Project dialog
FIG 1Edit Project opens from the project's menu.

01Open Edit Project#

Click the ⋮ next to the project's name and pick Edit Project, or press 1 while the menu is open.

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FIG 2The project menu. Every item has a number key.

02Name, color and task key#

The card at the top holds the project's name, its color and its Tasks key. The key uses letters and numbers only.

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FIG 3The key prefixes every task in this project.
Heads up Changing the key changes every task key in the project, so links that point at old keys will need updating.

03The five tabs#

LinksThe live site, the design file, the client folder. They sit one click away in the project's header.
TagsThis project's tags and their colors. Removing a tag takes it off the project's tasks.
ClientClient name, website, launch date and hourly rate.
ServicesThe forms that send tasks into this project.
AI ContextA short brief about the project. AI features read it so their suggestions fit the work.

04Client details#

The Client tab keeps the basics about who the project is for. The hourly rate feeds Time & billing in Reports, and the launch date shows on the client's page.

Close-up
FIG 4Set an hourly rate once and Reports does the math.

05Save#

Click Save. Nothing changes until you do, and Cancel or Esc leaves everything as it was.

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