How do I manage project and team preferences?

Before you start

You need the relevant team or project membership.

What to do

1. Open Account and choose Projects and teams.
2. Select the intended workspace or project context.
3. Review the team preferences and controls available to your current role.
4. Use Hercules for the actual project tasks and collaboration.
5. For project access, select the intended project and inspect its owner and current members. When your role permits, use Invite to project with the intended email or username; this concerns that project's existing tasks, not unrelated projects.
6. Use Remove access only for the member and project you intend to change, and enter the displayed confirmation email when requested. Read the result and reload the project's members before repeating an uncertain change.
7. Review invitation delivery states separately from membership. Use the offered retry or revocation control for the intended invitation; an email-delivery state is not proof that the recipient has accepted or can access unrelated services.
8. In Saved task views, use Rename to keep the same filters under a different name. Remove saved view requires confirming its name and removes that personal shortcut; the tasks and projects are unaffected.

What happens next

You can keep team preferences and task work in their appropriate places.

If something goes wrong

A personal Account setting does not grant project membership. Ask the project owner about missing access rather than recreating the project.