Restrict who can view and edit projects
By default, anyone with access to the Projects app can view every project on your site. Restricting a project limits who can see and edit it to the specific people, teams, and groups you give Can view or Can edit access. Use it to keep sensitive work visible only to the people who need it.
Restricted projects use the same Can view and Can edit permission levels as any project. For a full overview of permission levels, see Set up permissions for projects.
Restricting a project doesn't hide its progress from the bigger picture. A restricted project's progress can still roll up to open goals and parent items, so leaders keep high-level visibility without seeing the confidential details underneath.
How restricted projects work
There are a few things to understand before you restrict a project.
Projects can move between open and restricted
Unlike goals, you can switch a project between open and restricted at any time, in either direction. Restricting an existing project and opening a restricted project are both supported from the Share dialog.
Identifying a restricted project
Restricted projects have a lock icon on both their avatar and the Share button. The lock icon appears wherever the project avatar is shown to people with access to the project.
Posting restricted project updates to Slack
Restricted projects can only be connected to private Slack channels. If you connect a restricted project to a Slack channel, its updates will be automatically posted to the channel and are viewable by everyone who's a member of that Slack channel. Be sure to check who has access to the channel before connecting.
Restrict a new project
Select Create and choose Project.
Enter the project details.
In the Access section, choose Restricted.
Add the people, teams, or groups who should have access, and choose Can view or Can edit for each.
Select Create.
The project is visible only to the people and groups you gave access to. By default, the creator is added as the owner and as a contributor with Can view and Can edit access.
Add people or teams to a restricted project
At any time, a project's owner and editors can grant other people and teams access via the Share button on the project page:
Open the restricted project.
Select Share.
Search for the person or team you want to add.
Choose Can view or Can edit permissions
Select Share.
When granting view access, you'll also have the option of adding the person as a follower.
Switch a project between open and restricted
You can change a project's access at any time, in either direction, from the Share dialog. Use the General access section to change the project’s status to Open or Restricted.
Restricted projects FAQ
Question | Answer |
|---|---|
What happened to private projects? | Private projects are now called restricted projects. The way they work is the same — access is limited to specific people and groups — but the name now matches the Goals app, and you can switch a project between open and restricted at any time. |
Can I make an existing project restricted? | Yes. Projects can be switched between open and restricted at any time from the Share dialog. |
Can people see a restricted project's progress? | Progress rolls up to open goals and parent items, so people can see the contribution to overall progress. They can't see the project's details unless they're in Specific access. |
Who can change a restricted project's access? | People with Can edit access can add or remove people and switch the project between open and restricted. |
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