Introduction

How Projects Work

Each project in Blue can vary significantly in nature and duration, accommodating various organizational needs.

Each project in Blue is entirely self-contained. Only users that are specifically invited into the project can see the data and collaborate. You can have an unlimited number of projects within a Blue account.

There are two ways of thinking about projects in Blue:

1. Projects: The typical project has clear start and end dates, often focused on specific goals or events. Examples include an event launch, a branding overhaul, or a website design project. Such projects are typically goal-oriented, with defined objectives and timelines. They will often be archived once the project is complete.
2. Processes: On the other hand, Blue also adeptly handles long-term, continuous processes. These can include activities like customer service operations, ticket-based helpdesks, sales tracking, recruitment processes, and more. These projects are characterized by their ongoing nature, lacking a definitive end date but requiring consistent management and organization.

Project Settings

Project Administrators will see a settings icon next to the project name in the top bar.

Only Project Administrators will see this icon

There are multiple settings available:

• Edit project settings: You can change the project name, write a project description, add a project photo or icon, and also change the name of Records to something else (i.e. Task, Sale)
• Set Icon & Color: You can choose an icon and colour for the project; this will be shown in the sidebar to all users who are in the project.
• Convert to Template: This allows the project to be converted into a reusable template.
• Copy: Allows you to duplicate the project
• Archive: Archive the project for future reference, turning it into a read-only project.
• Import & Export: Enables import and exporting of records from the project
• Delete: Enables the permanent deletion of the project.