It is important to keep an overview over projects. Therefore you can classify them via project types and know directly what kind of project it is. Furthermore, all the information like status, role and task bundles are related to the project types. Creating a project you can easily import all this information by the choosing the type.
How can I create project types?
To create a project type, you to go to Settings / Project. Here you will find all your existing types and you can create new ones.
This will open a pop-up where you can name the type, write a short description and select a nice little icon. When you let the check mark in "Navigate to type" set, you will be forwarded to the type details, when you save it.
Within the details page you can add project status, task status and task bundles to your project type.
Creating a project status
When creating a project status you just need to put in a name and match it to a project phase. You can set the following project phases:
Keep in mind that task from projects in the phases planning, canceled and done will are not shown within My Tasks and the project will not be shown in the dashboard.
Create task status
If you create a new task status you need to set the name and the type. You can also select a logo. This helps to differentiate the status, if you have more than one status with the same color.
The colors stand for the following task status types:
- Blue (To-Do): Tasks you are not working on, e.g. backlog tasks
- Yellow (In Progress): Tasks you are actively working on
- Red (Stuck): Tasks you cannot work on because of an obstacle
- Purple (In Review): Tasks waiting for superior or client
- Green (Done): Tasks you finished
Adding a task bundle
Just select the task bundle you want to add to your project and choose in which status it should be added. This comes in handy if you need certain bundles only at a later time in you project. You can, of course, add as many task bundles as you want to a project type. These will show up as lists in you project.
The automation will only be added to newly created projects. To add the automation to existing projects you need to go to the project settings.
You can add multiple automations to one project type.