Project Settings Explained in TeamTrace

Created by TeamTrace Support, Modified on Mon, 26 Oct at 6:24 AM by TeamTrace Support

Overview

Each project in TeamTrace has its own Settings area where you configure how the project works. This article explains each tab in Project Settings and what you can do in it.


How to Open Project Settings

  1. Open the Projects page and click the project you want to configure.
  2. Click Settings.


The Settings page has these tabs:

  • Integration
  • Configuration
  • Tab Management
  • People
  • Risk & Incident Management
  • Custom Fields


1. Integration

Use the Integration tab to connect the project with other tools. The available integrations are:

  • GitHub
  • Bitbucket
  • Slack


2. Configuration

Use the Configuration tab to set project-wide ticket rules:

SettingWhat it doesOptions
Select who can view only own ticketsLimits the selected roles so they can see only the tickets that belong to them.Member, Viewer, Editor
Set default priority for ticketsSets the priority that new tickets start with.Low, Medium, High

Choose the option from the drop-down for each setting.


3. Tab Management

Use Tab Management to rearrange and organize the tabs shown in the project. The tabs you can organize are:

  • Home
  • Task
  • Backlog
  • Milestone
  • Docs
  • Files
  • Reports
  • Settings
  • Risk Register
  • Budget
  • Timeline


4. People

The People tab shows the list of people in the project. From here you can add, edit or remove people.


5. Risk & Incident Management

This tab has two sub-tabs:

Sub-tabWhat you can do
ServiceAdd services.
Risk ResponseAdd responses.


6. Custom Fields

Use the Custom Fields tab to add custom fields to the project.


Notes

  • Project Settings apply to the project you opened, not to other projects.
  • If you don't see the Settings tab, your role may not include access to it. Contact your administrator.


Troubleshooting

ProblemWhat to check
The Settings tab isn't visible in the projectCheck your access role in the project, and whether the tab has been moved or hidden in Tab Management.
A person can't be found when adding to the projectCheck that the person has been added to TeamTrace.
A setting change doesn't seem to applyConfirm you saved the change, then refresh the page.


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