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 roles, statuses and task bundles to your project type
Creating a project role
When adding a role you just need to put in the name and select if users within this role get the permissions to either manage, read or are not allowed to do anything for
- Project Details
- Project Tasks
- Project Time Tracking
Creating a project status
When creating a project status you just need to put in a name and match it to a project phase. Keep in mind that the different project phases can influence if tasks from the projects are shown within “My Tasks” or if the project is shown in the project overview.
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 add of course as many task bundles as you want to a project type. These will show up as lists in you project.