Edit Organization

You can customize your organization upon your preference. By adding descriptions and changing the icon’s color and image, it can give your members more information about your organization. The description will show in the Overview page of your organization.

organization overview tab

Note: You must be organization admin to make the changes.

Update organization profile picture

To update your organization’s profile picture, follow these steps:

  1. Navigate to the Organization Overview page and click on the profile icon to change the organization icon.
    edit organization profile picture in overview page

  2. Or click on the More Options icon in the upper-right corner and select Edit details.
    edit details in organization overview

  3. Another method is to click on the dropdown menu icon next to your organization’s name and select Edit details.
    edit organization

The organization icon is set to a default image initially. You can customize it by uploading an image from your local drive or dragging it directly into the upload area. Or you can select an icon and a color from the provided menu options.

change organization profile picture

Edit organization name

To update your organization’s name, navigate to the Organization Overview page. Click on the More Options icon in the upper-right corner and select Edit details.

edit details in organization overview

Or you can click on the dropdown menu icon next to your organization’s name and choose Edit details from the menu.

edit organization

Once you have updated the organization name, click Save to confirm and apply the changes.

change organization name

Add organization descriptions

There are several ways to add or edit your organization’s description:

  1. Using the dropdown menu

    Click the dropdown menu icon next to your organization name and select Edit details.
    edit organization

  2. Via the Overview tab

    Navigate to your organization’s Overview tab and click Add description. Changes will be saved automatically when you switch to another organization or close the browser tab.
    add organization description in overview page

  3. Through the More Options menu

    In the organization’s Overview tab, click the More Options icon in the upper-right corner and select Edit details.
    edit details in organization overview

Add relevant information to help your team understand the purpose and scope of the organization. The description will be visible to all organization members.

When you’re done editing, click Save to ensure your updates are applied.

edit organization description

To gain deeper insights or create simple reports, you can use embedded formulas in your organization descriptions. You can include these formulas directly in your descriptions for dynamic updates based on your organization data.

Use the slash command / to open the command menu and select Formula. For example, to calculate the total time spent of the tasks in a specific project within the organization, embed a formula like this in the description:

 SUM(#{project_name_here}.tasks.timeSpent) 

add formulas in task descriptions

Add organization’s website

To include your organization’s website, navigate to the Organization Overview page. Click the More Options icon in the upper-right corner, then select Edit details.

edit details in organization overview

Or, click the dropdown menu icon next to your organization’s name and choose Edit details from the menu.

edit organization

You can add your company’s website URL, which will be displayed on the Organization Overview page. Users with the appropriate permissions can click on the link to navigate directly to your company’s website.

add organization website URL

Edit organization URL

Changing the organization URL is only available in Professional, Premium, Enterprise plan. More information can be found at our pricing page.

Navigate to the Organization Overview page and click on the More Options icon at the upper right corner, then select Edit details.

edit details in organization overview

Another way is to click on the dropdown menu icon next to your organization name then select Edit details.

edit organization

Customize the organization URL to your preferences. This change will affect all of the organization’s members. When you click on the old URL, the system will automatically redirect you to the same organization with the new URL.

After changing the organization URL, click Save to save the changes.

edit organization URL

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Please contact us if you need more assistance.