If you want to plan a new project and stay "under the radar" for the moment, maybe create some tasks, plan resources and add some milestones and play a little with the numbers - it might be a good idea to create the project in an inactive state. You can change the active/inactive selection after creating or duplicating a project.
The active/inactive state can be used for different things, e.g.
- to plan a project including tasks and assigned people without notifying anyone
- for simulation and planning variants
- for comparison with active projects
- to pause or close a project without archiving it immediately
How to set a project inactive
- Open the project you want to set inactive
- Open the Project properties via the options menu
In the Project properties, open the Settings tab
The switch under "Active project" is activated by default. Deactivate the switch to set the project inactive.
Note: A project is always active by default, unless it is set inactive.
Properties of an inactive project
Inactive projects differ from active projects in particular with regard to their "need to communicate".
- An inactive project is marked as such (in many places)
- Notifications: If participants are added to tasks in an inactive project and set as watchers, they will not receive any notifications
- My tasks: If people are added as participants, the respective tasks do not appear in the My Tasks view of these participants
- Home > Widget My due tasks: No tasks from inactive projects are displayed in this widget.
(Re-)activate a project
If you want to (re-)activate a project, either initially or after you have temporarily disabled it, there are several ways to do it:
- Via the options menu in the project
- In each tab of an opened project, a light blue bar is displayed with information that the project is inactive. The project can be reactivated by clicking on the Activate Project button on the right-hand side:
- Via the Project Properties > Settings tab > Activate the switch under Active Project
Please note: The following actions are triggered by (re-)activating a project:
- The project is displayed as a (normal) active project in the portfolio overview
- If collaborators have been assigned tasks and set as watchers, they will receive a (single) notification with the information that they may have been assigned multiple tasks (a notification is not generated for every change that was done in the inactive state)
- If tasks have been created for the project members and they have been assigned as participants, these tasks will appear in their My Tasks views after the project was activated, as well as in the My due tasks home widget if applicable.