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Documentation Index

Fetch the complete documentation index at: https://docs.encord.com/llms.txt

Use this file to discover all available pages before exploring further.

The Project Settings are accessed using the Settings tab of your Project. The Settings tab is only visible to Project Admins and Team Managers.

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Copy Project

To copy a Project:
  1. Click the Copy project button in the Options section of the Project’s Settings.
  2. Select the components of the Project you want to copy into the new Project. The Ontology must be copied and is therefore always selected. All components of the current Project are selected by default.
You can copy any combination of the following assets:
  • Datasets – All Datasets are copied.
  • Labels – Copies labels in specified data units. By default, all labels are included. To copy only specific labels, select Selected Labels from the dropdown. Click +Advanced settings to filter labels by status.
  • Models – Copies all models in the Project, including their training logs.
  • Collaborators – Copies all Project users along with their roles. Project admins are always included.
  1. Click the Make a copy button to copy the Project with the specified components.

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Upload Annotation Instructions

  1. Navigate to the Settings tab of your Project.
  2. Click the Upload PDF button to upload instructions for your annotators in PDF format. Once uploaded, annotation instructions are be accessible within the Label Editor, and the Workflow tab of your Project.
To ensure the best possible results, provide as much detail as possible about what you would like annotated and how precise bounding boxes should be drawn. For example, instead of saying ‘person’, consider defining what should constitute a person for your annotators - only a full person? A torso? Or should any part of a person in a frame be labeled as a ‘person’? The more specific your annotator instructions, the higher the chances that your annotators perform well.
Once uploaded, annotation instructions are accessible within the Label Editor, and the Workflow tab of your Project.

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Project Tags

Project tags are created and managed on the Workspace level. Once created for the Workspace they can be added to individual Projects.
Project tags allow you to:
  • Flexibly categorize and group your Projects.
  • Filter your list of Projects by tag.
To add or remove Project tags:
  1. Navigate to the Settings tab in a Project and click the Project tags drop-down. All available tags in your Workspace are shown.
  2. Click on a tag to add it to a Project.
Remove a tag from your Project by clicking the same tag again, or clicking the x button next to its name.

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Issue Tags

Issue tags can be created and managed on the Workspace level by Workspace admins, or on the Project level by Project admins.
A complete walkthrough of all things Issues and Comments related can be found here.
Issue tags allow you to: To add or remove Issue tags from Projects:
  1. Navigate to the Settings tab for a Project and click the Issue tags drop-down. All available tags in your Workspace are shown.
  2. Click on a tag to add it to the Project.
  3. (Optionally) Create a new tag by typing the name of the tag and hitting ENTER.
Remove an issue tag from your Project by clicking the same tag again, or clicking the x button next to its name.

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Ontology Settings

You can view or switch the Ontology attached to your Project.
Changing the Ontology can render existing labels invalid and lead to data inconsistency.
  • Click the Switch ontology button to switch the Ontology linked to your Project. The resulting pop-up allows you to choose an existing Ontology from a list, or create a new Ontology for this Project.
  • Click the View ontology button to view the details of the Ontology that is attached to the current Project.

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Preload Next Task

Turning on the Enable task media preloading feature preloads the next task in the background while the user is working in the Label Editor. This reduces wait times for the next task after submitting a task. This setting is disabled by default. When enabled, the preloaded task is automatically assigned to the user, preventing others from initiating it.
  • This feature is only supported for single images.
  • Only the image is preloaded. Labels are not preloaded.

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Hide Annotator Usernames

Enable this setting to hide annotator usernames and emails during consensus review. When enabled, annotator identities are replaced with “Hidden user” labels and anonymous avatars throughout the Label Editor. To enable or disable this setting:
  1. Navigate to the Settings tab of your Project.
  2. In the General section, toggle the Hide annotator usernames switch.
This setting only affects the display of annotator identities in consensus review mode. It does not impact task assignment, project permissions, or other functionality.
When this setting is enabled, all annotator-specific visual elements (usernames, emails, avatar colors) are anonymized to maintain reviewer objectivity during consensus evaluation.

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Change Datasets Attached to a Project

The Datasets section of the Options pane shows all the Datasets attached to a Project.
To add Datasets:
  1. Click Manage.
  2. Navigate to All datasets.
  3. Click Attach next to the Dataset(s) you want to add to the Project.
To remove Datasets:
  1. Click Manage.
  2. Ensure the Attached section is displayed.
  3. Click Detach next to the name of the Dataset you want to remove from the Project.

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Required Segmentation Coverage

Specify the minimum percentage of cloud points that must be covered by segmentations, in a 3D scene frame, before a task can be submitted. Depending on your use case, this can help ensure annotation quality for point cloud segmentation tasks.
Specify 0 to disable this requirement.

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Manage Project Collaborators

To manage Project collaborators, select the Team pane in your project Settings. Collaborators can be added individually or as groups of users. To add collaborators to a Project:
  1. Search for the collaborator or the group you want to add. Multiple collaborators and groups can be added at once.
You can invite users who are not part of your Workspace. Invitations to join the Workspace are sent to them, and once accepted, they become Project collaborators. See instructions on how to do this here.
Only group members are added when a group is assigned to a Project. Group managers are not included.
  1. Select a user role.
    • Annotator: Can access and label tasks in all or selected Annotate stages in the Project.
    • Reviewer: Can access and review tasks in all or selected Review stages in the Project.
    • Annotator & Reviewer: Performs both annotation and review tasks.
    • Team Manager: Can access and label tasks in all stages in the Project. Can move, assigns, prioritize tasks to users. Can manage Project collaborators.
    • Admin: Grants full administrative control over the Project.
  2. Click Add to project.
To remove a user or group from the Project click the Delete icon in the Unassign column.
Import collaborators using a CSV:
  1. Click Actions.
  2. Select Import collaborators.
  3. Add the CSV file containing users and their roles.
  4. Click Submit.
CSV files must be formatted in the following manner: 
Email,Role,Group
david@acme.com,Admin,
adam@acme.com,Annotator,
joe@acme.com,Annotator,
To change collaborator roles:
Only Project Admins and Team Managers can modify collaborator roles. Admin roles cannot be changed, not even by other admins.
  1. Click the user role in the Role column
  2. Select a new role from the dropdown.
You can assign the following roles to collaborators:
  • Annotator: Labels tasks in the Project.
  • Reviewer: Reviews and validates labeled tasks.
  • Annotator & Reviewer: Performs both annotation and review tasks.
  • Team Manager: Assigns tasks to users and manages Project collaborators.
  • Admin: Grants full administrative control over the Project. This action is irreversible.

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Custom Editor

Select a specialized Label Editor interface optimized for specific workflows. Custom editors provide tailored experiences for particular data types and annotation tasks. To configure a custom editor:
  1. Navigate to the Settings tab of your Project.
  2. In the Custom Editor section, select an editor from the dropdown menu. The selected editor is used when annotators and reviewers work on tasks in this Project.
The custom editors available depend on your organization’s configuration and the data types in your Project. Each editor is designed for specific workflows and supports particular data formats.
Custom editors replace the default Label Editor interface. You can switch back to the default editor at any time by clearing the selection.

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Project Explorer Configuration

All collections and embeddings are lost when reconfiguring the project explorer. This action cannot be undone.
You can reconfigure the explorer settings to adjust how your data is processed and analyzed in your Projects. To reconfigure project explorer settings:
  1. Navigate to the Settings tab of your Project.
  2. In the Project Explorer Configuration section, click Configure.
  3. In the configuration modal, adjust the following settings as needed:
    • Video Sampling Rate: Set the frame sampling rate for video files
    • Custom Embedding Key: Specify a custom key for embeddings computation
    • Compute Embeddings: Enable or disable embeddings computation
    • Compute Advanced Metrics: Enable or disable advanced metrics computation
  4. Click Configure to apply the new settings.
The reconfiguration process re-imports your Project data with the new settings. This may take some time depending on the size of your Project.

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Delete Project

You can delete your Project by going to the Danger zone tab of the Project settings. To delete a Project, click the red Delete project button. Delete Project
Deleting your Project does not delete the Datasets attached to the Project, but it does delete the Project’s labels and Ontology.