The Goal: Create and manage Project Types so you can group together projects that share similar characteristics (for example: Event, Membership, or Store Merchandising).
Before You Begin:
- You will need staff access to project settings.
- You can create Project Types in advance or create them dynamically as you build projects.
Microlearning Overview
Project types allow you to group together projects with similar characteristics. Examples of project types include: Event, Membership, Store Merchandising, and so on. You can create Project Types initially, or you can create types dynamically when you are creating projects.
Step-by-Step Instructions
- Go to Home, My workspace section, click Project Settings.
- Click Project Types. A list of the Project Types currently configured in your system will be displayed.
-
Click the Add button.
- Enter a Name for the new project type.
- (Optional) If you would like to associate specific custom fields to this Project Type, click the plus icon. See Custom Fields for further details on creating these fields. The custom fields will display on a project's Data tab.
- Click Done.
Common Pitfalls
- Duplicate or overly specific types: Create broad, reusable Project Types (such as Event or Membership) rather than one type per individual project, so projects stay easy to group and report on.