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Remote Projects

docs/settings/remote-projects.mdx

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The Remote Projects settings page lets you view and manage all your Cloud-synced projects across your organisations.

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Accessing Remote Projects Settings

To open Remote Projects settings:

  1. Open Settings (click the gear icon or press the settings shortcut)
  2. Select Remote Projects from the sidebar
<Note> You must be signed in to access Remote Projects. If you're not signed in, you'll see a prompt to sign in first. </Note>

Understanding the Layout

The Remote Projects page has a two-column layout:

ColumnDescription
OrganisationsLists all organisations you belong to. Personal organisations are marked with a "Personal" badge.
ProjectsShows projects in the selected organisation. Click the + button to create a new project.

When you select a project, an edit form appears below where you can modify the project details.

Viewing Projects

<Steps> <Step title="Select an organisation"> Click on an organisation in the left column to view its projects. </Step> <Step title="Browse projects"> Projects appear in the right column with their colour indicator. Click any project to select it. </Step> </Steps>

Creating a Project

To create a new project in an organisation:

<Steps> <Step title="Select the organisation"> Click on the organisation where you want to create the project. </Step> <Step title="Click the + button"> Click the **+** button in the Projects column header. </Step> <Step title="Enter project details"> In the dialog that appears: <Frame> </Frame>
  • Project Name - Enter a name for your project
  • Project Colour - Click the colour swatch to choose a colour </Step>
<Step title="Create the project"> Click **Create Project** to create the project. It will appear in the projects list. </Step> </Steps>

Editing a Project

To edit an existing project:

<Steps> <Step title="Select the project"> Click on the project you want to edit. An edit form appears below the two-column picker. </Step> <Step title="Make changes"> Update the project details: <Frame> </Frame>
  • Project Name - Change the display name
  • Project Colour - Select a different colour from the palette </Step>
<Step title="Save changes"> A save bar appears at the bottom when you have unsaved changes. Click **Save** to apply your changes, or **Discard** to revert. </Step> </Steps> <Info> Changes sync automatically to all team members in the organisation. </Info>

Deleting a Project

<Warning> Deleting a project permanently removes all its issues, comments, and data. This cannot be undone. </Warning>

To delete a project:

<Steps> <Step title="Find the project"> Select the organisation and locate the project you want to delete. </Step> <Step title="Open the menu"> Hover over the project and click the **⋯** (three dots) menu that appears. <Frame> </Frame> </Step> <Step title="Click Delete"> Select **Delete** from the menu. <Frame> </Frame> </Step> <Step title="Confirm deletion"> Confirm the deletion when prompted. The project and all its data will be permanently removed. </Step> </Steps>

Switching Between Organisations

If you belong to multiple organisations, you can quickly switch between them:

  1. Click on a different organisation in the left column
  2. The projects list updates to show that organisation's projects
  3. If you have unsaved changes, you'll be prompted to discard them first

Troubleshooting

<AccordionGroup> <Accordion title="I don't see any organisations"> Make sure you're signed in. If you just signed up, a personal organisation should have been created automatically.

If you still don't see any organisations:

  1. Sign out and sign back in
  2. Check your internet connection
  3. Try refreshing the page </Accordion>
<Accordion title="I can't create a project"> Check the following: - You must have an organisation selected - You need to be signed in - Check your internet connection

If you're trying to create a project in someone else's organisation, you may not have permission. </Accordion>

<Accordion title="My changes aren't saving"> The save bar appears when you have unsaved changes. Make sure to click **Save** before: - Selecting a different project - Selecting a different organisation - Closing the settings dialog

If save fails, check your internet connection and try again. </Accordion> </AccordionGroup>