Settings

Settings is one screen with a list of sections down the side. What appears in the list depends on the role: everybody sees Getting Started, Profile, Notifications, Security, Mail & Calendar, Integrations and Referrals. An admin also sees Company, Statuses, Usage, Money and Import Projects. Git Integration appears only in the desktop app. Somebody who is not an admin and asks how to change a company setting has to ask an admin; the Company section tells them so if they open it by its address.

Getting Started#

The setup cards a new company works through, kept here permanently so they can be revisited. Restart setup clears the Done and Skipped choices and walks through every card again.

Somebody who has never been welcomed lands here when they open the app on a computer. On a phone they land on My Tasks instead (a guest on Projects), and this screen, if they open it, leads with one Go to my tasks button. Only the Personal card is shown there; the company groups are folded behind a Workspace setup toggle, because they are desk work. The welcome popup offers the same button on a phone, with Set things up first as the second choice.

Profile#

Opens the profile screen described under Your profile.

Notifications#

Each person decides, per kind of notification, whether it reaches them by push, by email, both or neither. Chat messages: task chat, project chat, invoice chat, @mentions and direct messages. Task updates: assigned, unassigned, completed, status changed on a task you are assigned to, any status change in a project, due date changed, task added, turned in, closed and deleted. Most task kinds can also be overridden per project from that project's own settings, and Settings shows where an override exists and can reset it.

Also here, all per person: a delay before chat emails go out, separately for regular and for urgent or high tasks, so reading the message in the app first cancels the email; whether a bot writing in a chat counts as unread and notifies the phone like a person does (off by default; a bot that @mentions you always counts); the language chat messages are translated into when you press Translate; and daily summary, weekly summary, onboarding tips and the monthly product update emails, each on or off on its own.

An admin also has one company-wide switch here: whether notifications show the text of a chat message. It is on by default. Off, they say only that a message is waiting.

Security#

Where you are signed in, with a way to sign any one of those sessions out. API keys for the CLI, scripts and integrations, each labelled and each acting as you with your full access. And a download of the whole company's data as one JSON file.

Mail & Calendar#

Your own mailbox (see A mailbox of your own) and your calendars (see Your calendar).

Integrations#

How to point Claude, or another assistant that speaks the same protocol, at your Projectous. It reads as you, sees only what you can see, and the access can be taken back. Besides finding and reading tasks and filing new ones, it can report a project's activity between two dates: tasks created and every status change, with when and who, and the tags on each task. It can be limited to tasks carrying a tag, such as the ones a client tracks in a sheet. That is what a weekly status report for a client is written from.

Company#

Admins only. This is where a question about a company-wide setting usually ends up.

• Company Information: name, legal name, acronym, representative, address, phone, invoice email and tax ID. These are what appear on an invoice.
• Late fees: a rate per month and the days after the due date before it starts, printed on every invoice from then on. Off unless a rate is set. See Invoicing for how the fee is shown, added and waived.
• Features: switches for the Job Board, Commitments, the vault and the CRM. A switch the plan does not include is shown greyed out with a note to upgrade. With the Job Board on, a second switch restricts it to members of each project instead of the whole company.
• Reporting timezone: the timezone Invoiceable, Payable, Profitability and invoice reports use to split time into days and months, so a month is the same month for everybody. Left unset, each viewer's own timezone is used. Personal daily reports always use the viewer's.
• AI-assisted time billing: a multiplier on the billed time of AI-assisted time. 1 bills it like human time. Each person also has their own Billing Multiplier, set when editing them under Users. How the two combine is in Rates.
• Photos: whether photos taken in the mobile app record where and when they were taken (off unless turned on, and each person's phone still asks them), and what size they are stored at, from original down to small.
• Reminders: three switches, each posting a private message that only the person it is for can see. Tell whoever holds a task that its date has passed is the past-due reminder; it is on unless an admin turns it off, and it goes to whoever is assigned, or to the owner when nobody is. Ask the owner when an urgent or high task goes quiet and Chase a blocker nobody has answered are off until turned on, and each asks once and then leaves it alone.
• Company language: the language the team works in. When somebody types a chat message in another language, the composer offers to translate it before sending. It never translates on its own.
• Inbox project: the project where email lands when it is clearly for the company but not for any one project. Unset, a project of your own named Inbox is used.
• Mail from people with no account: whether email from an unknown address at a client's domain becomes a task straight away or is held until somebody has read it.
• Task Types: a pointer to the Task Types and Task Templates screens, where those now live.
• Vault Management: when the vault is on, set up vault access for every project at once.
• Close this account: last, because it cannot be undone. See Closing an account.

Statuses#

Admins only. The company's list of statuses: add, edit, delete and reorder them by dragging, then save. Each one shows whether it is visible and which bucket it counts towards.

Usage#

Admins only. How much storage the team's attachments on tasks, projects and chat are using, per project. It is measured overnight.

Money#

Admins only. Connecting Coinbase with a read-only key, so payments sent to workers can be matched against what they are owed; Projectous never moves the money. And connecting QuickBooks.

Overdue invoice reminders: the switch that turns client reminder emails on for the whole company (off by default), and the subject and message of each of the three reminders, at 7, 14 and 30 days past due. The message can use merge fields for the client's name, the invoice number, the amount still owed, the due date, days overdue, a link to view the invoice and how to pay. See Invoicing.

Import Projects#

Admins only. Bring projects in from ClickUp, monday.com, Notion, Trello, Asana, Linear or Jira, with an AI-assisted importer for anything else; upload a CSV in Projectous's own format; or invite a list of people by email at once, each with an optional name and role and a link that lasts seven days. See Importing into Projectous for every importer, step by step.

Git Integration#

Desktop app only. See Git integration.

Referrals#

Your personal referral link. When somebody signs up through it and starts a paid subscription, you earn credit towards your own.