Project settings
Opening the project settings
Project:
Details
Navigation
Contacts:
Teams
Contact groups
Organizational chart
Documents:
Properties (selection)
Properties (text)
Plot service
Options
Meetings:
Meeting types
Agenda items
Further settings:
Journal
Categories
The project settings can only be adjusted by project administrators. You can find more detailed information on visibility in the following article: Visibilities & authorizations
The project settings can be opened in the navigation menu or via the project title.
Open settings
The general project details can be edited in the project settings. These include the logo, the project title, the project image, the description, the location, the duration, the client, the guideline and the status.
The status of a project can be set to active or inactive in the details. An inactive project is grayed out in the project overview. The status has no further effects. The following article describes how to end / delete a project on buildagil: Project completion
Project details, project title, project image, description, client, guideline, project status
Project-specific entries can be created in the navigation, which are visible to all participants in a project. A new navigation item can be added for this purpose. The title, icon type and URL for the desired content (e.g. Websites, apps or dashboards) can then be entered.
The following settings are also available for embedding in the project navigation.
Integrated: If this option is activated, the stored URL is displayed directly in buildagil without having to leave the application.
Highlighted: The entry appears at the top level of the navigation. If this option is not activated, the entry is displayed under the collapsed navigation item "More".
If integrated external content is not displayed correctly, this is probably due to a lack of technical requirements on the part of the external content.
To ensure clarity for all project participants, we recommend highlighting as few entries as possible.
The following example shows an integrated navigation point with the PowerBI project evaluation.
Project navigation, URL integration, integrated content, highlighted entries, external content
The name of existing teams can be adjusted here. New teams can also be added by assigning the name to a team. The visibility in buildagil is controlled via the teams. Detailed information can be found in the following article: Visibilities & authorizations
The numbering of the teams determines their display order and also influences the priority of a team. The access type has the following effects.
Full access: New tasks & topics are visible to this team by default, unless the visibility of the respective item is manually restricted when it is created. Existing items, folders and documents are not affected by this.
Restricted access: New tasks & topics are not visible to this team by default, unless a member of this team is involved in the task or topic. Existing items and folders & documents are not affected.
Hierarchy / priorities: The order of teams influences the visibility of tasks, topics, meetings and other elements under certain circumstances. If a person belongs to several teams and is added to an element, the team ranked higher in the order (with the lower number) receives the authorization by default. It is therefore advisable to prioritize teams with specific access rights over larger teams with many people.
The access type of a team cannot be changed by you. Please contact support for this.
You can find more information about the teams in the following article: Teams
Teams, access type, full access, restricted access, hierarchy, priorities, visibility, team numbering, access control
Contact groups serve as additional communication groups alongside the teams, but no authorizations are assigned to the contact groups. The contact groups can be used, for example, to add meeting participants or participants in a task at once.
You can find more information about the contact groups in the following article: Contact groups
Contact groups, communication in the project, meeting participants, task participants, group management, group selection
The project organization chart can be stored here. This organizational chart is then visible in the contacts for all users in the project.
Specific properties can be created for documents, which are displayed as additional columns. Properties of the "Selection" type can be used to predefine document types or indices, for example.
In the settings of a property, it can be hidden or multiple selection can be activated. If multiple selection is deactivated, only one property per document can be selected in this column.
The specific properties can be selected in the documents in the corresponding column.
Document types, add columns, document categories, customize categories
Properties of the "Text" type can be used to add additional columns with free text in the documents. For example, document numbers can be stored instead of writing them in the document name. This can be hidden in the settings of a property.
In the plot service, the desired provider can be selected and information on invoicing and instructions for order creation can be set.
If you cannot find your desired provider in the list, please contact our support.
The functionalities of the plot service are described in details in the following article: Plotting documents & plans
Plot service, customize provider plotting, document plot, print plans
The "Extended folder name" can be set in the options for the documents.
What extended folder names are and how they work is described in the following article: Extended folder designation
New meeting types can be added, existing ones adjusted, set or deleted here.
You can find more information about the meetings in the following article: Meetings & protocols
Log templates can be assigned, edited or created for meeting types. A meeting type can have several log templates.
You can find more info on log templates in the following article: Protocol templates
Meeting types, minutes templates, meeting management, minutes assignment, meeting customization
New agenda items for meetings can be added here, and existing ones can be adjusted or deleted. Agenda items are the same for all meeting types and cannot be assigned to specific meeting types.
Agenda items can make the preparation and execution of a meeting more time-consuming. It is therefore recommended to only work with agenda items where they bring a clear benefit and to keep their number to a minimum.
Agenda, agenda items, meeting preparation, agenda management
The journal function for the project can be set here.
You can find more information about the journal in the following article: Journal
Predefined categories are stored here, which can be organized into category groups. Category groups can be used for tasks & topics, documents, the journal, controls & inspections, the media library, milestones and meetings. Categories can be created, renamed, colored, deactivated or deleted. They help to categorize the various elements in buildagil so that they can be found more easily using the filter and search function.
Main categories, category groups, customize categories, edit categories
Project:
Details
Navigation
Contacts:
Teams
Contact groups
Organizational chart
Documents:
Properties (selection)
Properties (text)
Plot service
Options
Meetings:
Meeting types
Agenda items
Further settings:
Journal
Categories
The project settings can only be adjusted by project administrators. You can find more detailed information on visibility in the following article: Visibilities & authorizations
Open the project settings
The project settings can be opened in the navigation menu or via the project title.
Open settings
Project | Details
The general project details can be edited in the project settings. These include the logo, the project title, the project image, the description, the location, the duration, the client, the guideline and the status.
The status of a project can be set to active or inactive in the details. An inactive project is grayed out in the project overview. The status has no further effects. The following article describes how to end / delete a project on buildagil: Project completion
Project details, project title, project image, description, client, guideline, project status
Project | Navigation
Project-specific entries can be created in the navigation, which are visible to all participants in a project. A new navigation item can be added for this purpose. The title, icon type and URL for the desired content (e.g. Websites, apps or dashboards) can then be entered.
The following settings are also available for embedding in the project navigation.
Integrated: If this option is activated, the stored URL is displayed directly in buildagil without having to leave the application.
Highlighted: The entry appears at the top level of the navigation. If this option is not activated, the entry is displayed under the collapsed navigation item "More".
If integrated external content is not displayed correctly, this is probably due to a lack of technical requirements on the part of the external content.
To ensure clarity for all project participants, we recommend highlighting as few entries as possible.
The following example shows an integrated navigation point with the PowerBI project evaluation.
Project navigation, URL integration, integrated content, highlighted entries, external content
Contacts | Teams
The name of existing teams can be adjusted here. New teams can also be added by assigning the name to a team. The visibility in buildagil is controlled via the teams. Detailed information can be found in the following article: Visibilities & authorizations
The numbering of the teams determines their display order and also influences the priority of a team. The access type has the following effects.
Full access: New tasks & topics are visible to this team by default, unless the visibility of the respective item is manually restricted when it is created. Existing items, folders and documents are not affected by this.
Restricted access: New tasks & topics are not visible to this team by default, unless a member of this team is involved in the task or topic. Existing items and folders & documents are not affected.
Hierarchy / priorities: The order of teams influences the visibility of tasks, topics, meetings and other elements under certain circumstances. If a person belongs to several teams and is added to an element, the team ranked higher in the order (with the lower number) receives the authorization by default. It is therefore advisable to prioritize teams with specific access rights over larger teams with many people.
The access type of a team cannot be changed by you. Please contact support for this.
You can find more information about the teams in the following article: Teams
Teams, access type, full access, restricted access, hierarchy, priorities, visibility, team numbering, access control
Contacts | Contact groups
Contact groups serve as additional communication groups alongside the teams, but no authorizations are assigned to the contact groups. The contact groups can be used, for example, to add meeting participants or participants in a task at once.
You can find more information about the contact groups in the following article: Contact groups
Contact groups, communication in the project, meeting participants, task participants, group management, group selection
Contacts | Organizational chart
The project organization chart can be stored here. This organizational chart is then visible in the contacts for all users in the project.
Documents | Properties (selection)
Specific properties can be created for documents, which are displayed as additional columns. Properties of the "Selection" type can be used to predefine document types or indices, for example.
In the settings of a property, it can be hidden or multiple selection can be activated. If multiple selection is deactivated, only one property per document can be selected in this column.
The specific properties can be selected in the documents in the corresponding column.
Document types, add columns, document categories, customize categories
Documents | Properties (text)
Properties of the "Text" type can be used to add additional columns with free text in the documents. For example, document numbers can be stored instead of writing them in the document name. This can be hidden in the settings of a property.
Documents | Plot service
In the plot service, the desired provider can be selected and information on invoicing and instructions for order creation can be set.
If you cannot find your desired provider in the list, please contact our support.
The functionalities of the plot service are described in details in the following article: Plotting documents & plans
Plot service, customize provider plotting, document plot, print plans
Documents | Options
The "Extended folder name" can be set in the options for the documents.
What extended folder names are and how they work is described in the following article: Extended folder designation
Meetings | Meeting types
New meeting types can be added, existing ones adjusted, set or deleted here.
You can find more information about the meetings in the following article: Meetings & protocols
Log templates can be assigned, edited or created for meeting types. A meeting type can have several log templates.
You can find more info on log templates in the following article: Protocol templates
Meeting types, minutes templates, meeting management, minutes assignment, meeting customization
Meetings | Agenda items
New agenda items for meetings can be added here, and existing ones can be adjusted or deleted. Agenda items are the same for all meeting types and cannot be assigned to specific meeting types.
Agenda items can make the preparation and execution of a meeting more time-consuming. It is therefore recommended to only work with agenda items where they bring a clear benefit and to keep their number to a minimum.
Agenda, agenda items, meeting preparation, agenda management
Journal
The journal function for the project can be set here.
You can find more information about the journal in the following article: Journal
Categories
Predefined categories are stored here, which can be organized into category groups. Category groups can be used for tasks & topics, documents, the journal, controls & inspections, the media library, milestones and meetings. Categories can be created, renamed, colored, deactivated or deleted. They help to categorize the various elements in buildagil so that they can be found more easily using the filter and search function.
Main categories, category groups, customize categories, edit categories
Updated on: 31/03/2025