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Manage Projects

Organize projects into folders, label them, control their ordering and appearance, and choose which run states count towards the project preview metrics

Manage Projects is the editor that controls how projects appear across the dashboard - on the Projects page, in the sidebar and in the project switcher. It also sets which runs count towards the project preview cards.

The folders, ordering, appearance and labels it controls make up the organization's project layout. The layout is organization-wide: once saved, every member sees the same one.

Nothing in the editor is live until it is saved, and an unsaved draft does not survive a page reload.

Only Admins can make changes here. Other roles that open the Manage Projects page see the regular, read-only Projects list. See Roles and Permissions.

Opening Manage Projects

There are two ways to open it:

  • Open the organization menu - the organization name at the top of the sidebar - and click Manage Projects.

  • On the Projects page, click Customize → Organize & Settings.

Opening the editor from the Projects page

The editor is also labelled Organize & Settings in the Customize menu, and the project settings page links to it as Organize Projects. It is split into three tabs:

Tab
What it controls

Project Structure

Folders, ordering, moving projects between them, per-project and per-folder appearance

Project Labels

The organization's labels — create, rename, re-color and delete

Project Preview

Which runs count towards the project preview cards

Every tab shows who last saved a change and when, or Not yet published for your organization if nothing has been saved yet. Done, in the page header beside New Project, leaves the editor and returns to the Projects page.

Project Structure

The Project Structure tab shows the organization's projects as a tree: folders with the projects they contain, alongside the projects that are not in any folder. In the editor, folders and ungrouped projects are ordered together, so an ungrouped project can sit above, between or below the folders. The Projects page presents the same layout differently - see Where the Layout Shows Up.

The Project Structure tab, with the resulting folders mirrored in the sidebar

Creating a Folder

Type a name into the New folder name field above the tree and click Add folder (or press Enter). The folder is created at the top level with the default folder icon and no color; both can be set afterwards - see Folder Actions.

Folders are flat: a folder contains projects, not other folders.

Ordering and Moving Projects

Hover a row to reveal its drag handle (the grip on the left). Dragging rearranges the layout:

  • Drag a project or a folder up and down to change its order.

  • Drop a project onto a folder to move it into that folder.

  • Drag a project out of a folder and onto the top level to ungroup it.

Folder Actions

A folder header shows a count of the projects visible in it and a chevron to collapse or expand it. Its ⋮ menu, revealed on hover, offers:

  • Rename the folder.

  • Pick the folder's icon and color, on the Icons tab.

  • Attach labels to the folder itself, on the Labels tab.

  • Delete folder - the folder's projects are not deleted; they move back to the top level.

Renaming a folder and choosing its icon and color

Project Appearance and Labels

The ⋮ menu on a project row, also revealed on hover, offers:

  • Pick an icon and an accent color, shown wherever the project appears - the sidebar, the project switcher and the project lists.

  • Toggle the project's labels.

  • Manage project - opens the project's settings page.

  • Archive project - or Unarchive project, when it is archived.

Attaching labels to a project

Each project and each folder can carry up to three labels.

The same icon, accent color and labels can also be set per project from Project Settings → Appearance. Changes made there take effect immediately, rather than being held as a draft.

Archived Projects

Archived projects are hidden by default. When the organization has any, a Show archived button appears above the tree, opposite Add folder, showing how many. Click it to bring them into the tree, where they can be re-ordered or placed into folders; each is marked with an Archived badge. See Archive and Unarchive Projects.

Placing a New Project Into a Folder

The New Project form has a Directory field for placing the project straight into an existing folder, so it does not have to be moved afterwards. Directory is this form's name for a folder. Like every other layout change, the placement applies to the whole organization. If someone else saves between opening the form and submitting it, the project is still created but stays at the top level, and a message says so.

Folders themselves can only be created, renamed, re-ordered and deleted here. To move an existing project, drag it in the tree as described above.

Project Labels

Labels such as team-web, nightly or critical are defined once for the organization on the Project Labels tab, then attached to projects and folders from the Project Structure tab.

  • Create - type a name into New label name and click Add label. A distinct color is assigned automatically by cycling the palette. Names can be up to 32 characters.

  • Rename - edit the label's name inline. Enter commits the change, Esc reverts it.

  • Re-color - pick another color from the row's color picker.

  • Delete - click the delete button at the end of the row. The label is removed from every project and folder that used it.

The organization's project labels

Project Preview

The Projects page shows a preview card per project with its run (or test) totals and success rate. The Project Preview tab decides which runs feed those numbers. It lists the three run states the dashboard treats as incomplete, and each one can be counted or left out:

State
Runs in this state

Cancelled

Runs cancelled before they finished reporting

Timed out

Runs that hit the inactivity timeout

In progress

Runs still reporting — not all specs are in yet

The three states are mutually exclusive, in that order of precedence: a cancelled run counts as Cancelled even if it also timed out or never finished reporting, and a timed-out run counts as Timed out rather than In progress. In progress is decided purely by whether every spec has reported - a run that reported in full counts as complete whether its tests passed or failed.

All three states are counted by default. Turning one off excludes those runs entirely from the preview's totals and success rate - useful when, for example, cancelled runs are dragging the success rate down.

Choosing which runs count towards the project preview cards

These settings are organization-wide and are saved independently of the layout.

Saving Changes

Edits in Manage Projects are held as a draft, so nothing changes for the rest of the organization until the draft is saved. The draft lives only while the page is open: reloading or leaving the editor discards unsaved edits.

  • Save for everyone saves the current tab's draft for the whole organization. Because that replaces what every member sees, the button asks for confirmation first.

  • Discard changes reverts the current tab's draft to what was last saved.

  • The Project Structure and Project Labels tabs edit the same layout draft, so saving from either saves both. Project Preview has its own draft, saved and discarded independently of the layout. The "last saved" line on every tab reflects whichever draft was saved most recently.

Saving a draft layout for the whole organization

Where the Layout Shows Up

Once saved, the layout is used on the Projects page and in the sidebar. On the Projects page, each folder becomes a collapsible group; a folder with no visible projects is left out. The projects that are not in any folder follow the folders as a single group, regardless of where they sit in the editor's order. In Cards view that group is headed Ungrouped; in List view its projects simply appear after the last folder.

The saved layout on the Projects page

What Stays Personal

The layout is shared, but a few view preferences remain per user and are never shared with the organization:

  • Favorites - starring a project pins it to a group at the top of the Projects page. The project still appears in its folder as well.

  • Collapsed folders - collapsing a folder affects only the current user's view, and the Manage Projects editor keeps its collapsed folders separate from the sidebar's.

  • Customize menu preferences - Cards or List view, and whether the preview cards show Runs or Tests.

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