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Project Overview

Learn how to add a project brief, the site address and list the project's team members.

Written by Scottie Elliott

The Overview tab is the first tab in every project. It holds the project brief, the site address, and the project team.

Open the Overview Tab

  1. Open a project.

  2. Click Overview at the top of the project.

What's on the Overview Tab

  • Project Brief: outline the project's vision, goals, and scope. Click the pencil icon to edit it.

  • Project Site Address: the street, city, state, and zip code you entered when you started the project. You can edit them here.

  • Project Team: your clients, your core team, and other contributors on the project. Click the + next to a group to add someone.

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