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How do I rename a Project?

Tips for optimizing use of ClearContext.

How do I rename a Project?

Postby ClearContext Support » Fri Mar 18, 2011 11:19 am

Changing folder names or moving folders doesn't update ClearContext Project assignments, the result being that you may see incorrect projects assigned to messages, project suggestions for folders that no longer exist, and/or old folders re-created. Mitigate these problems by following the process below:

  1. Open the project you want to change in the sidebar (find it in the Project Summary, double-click to open in the Project tab).
  2. Select Actions > Move Project
  3. Type in the name you want to move the Project to
  4. ClearContext will reassign all tasks, appointments and message conversations to the new project
  5. If desired, manually move messages from the old project folder to the new project folder
ClearContext Support
 
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