Project Types and Project Templates can be used to manage large lists of tasks or projects that are assigned to multiple users, or multiple tasks assigned to one user. A Project Template is essentially a series of tasks that must be completed in a certain order and by a certain date. When creating a Project Template, the tasks associated with the project must also be created.
To create Project Types:
- Select the Admin menu > Manage Codes > Task Codes > Project Types.
- Select Add a Project Type.
- Enter the name of the Project Type and the description.
- Select Save. The new Project Type will appear in the data grid below.