Project Settings - Details, Statuses, Members & Types

Similar to Job Settings, you can customise your Jobman to suit your business by setting up Project Types, Statuses, Member Types and Project Details. To access these functions, go to your 'Settings' located on your user menu, find & click on 'Projects' then choose the setting type you'd like to update.

Project Types 

You can use the Project Type settings to create and manage different project types used in your business, these are allocated to your projects, this allows you to search or filter by the type. To access these settings, click on Types under your Project Settings.

Creating or Updating a Project Type

Once you have accessed your settings

1. Click 'Create' to add a new Project Type.
2. Name your Project Type.
3. Save this by clicking 'Create'.

You will then be taken to the project type where you can update to rename or delete if not required.

To update an existing project type, simply click into the project type, click update, amend as required & save.

Project Statuses 

You can use Project Statuses to define the state of the project which will enable you to track the progress of your projects, you can search or filter by your statuses. Set your statuses for all different stages of your projects. To access these settings, click on Statuses under your Project Settings.

Creating or Updating Project Statuses 

Once you have accessed your settings

1. Click 'Create' to add a new status.
2. In the 'Name' field, name your status, this is how it will appear in your Projects tab.
3. If your status marks the end of a project, click the checkbox 'Projects with this status are finished'.
4. Finally, to save your new status click 'Create'.

You will then be taken to the new status you have created. From here you can choose to set this as your default, meaning anytime a project is created or converted from a lead it will be set with this status.

To update a project status, simply click into the status you want to edit, then click either update or delete. You can also change your default by following this process and clicking the 'Set to Default' button. Finalise by clicking 'Save Changes'.

Project Details

Project details allow you to collect & add additional or important information when creating or updating a project. Inside any project created, the details will be viewed under the project info tab as shown below. To access these settings, click on Details under your Project Settings.

Creating or Updating Project Details

Once you have accessed your settings:

1. Click 'Create' to add a new Project Detail.
2. In the 'Name' field, add the name for your Project Detail.
3. Choose your Question Type from the dropdown.
4. If you select the question type as 'Dropdown' you will need to add some options.
5. Type the option you would like to appear, add more by clicking 'add another item'.
6. If you want this field to be a requirement, click this checkbox. If you leave this blank, users will be able to create the project without filling out the field.

You will then be taken to the detail you have just created, from here you can update or delete.

To update an existing project detail, simply click into the detail, update, amend as required & save.  

Project Member Types

Project member types are assigned to members inside a project. To access these settings, click on Member Types under your Project Settings.

Create or Update a Project Member Type

Once you've accessed your settings

1. Click 'Create' to add a new Member Type.
2. Name your new member type, this is how it will be displayed inside the project.
3. You can assign this member type to the first person added as a member by clicking the checkbox 'Assign to first member'. Leave this blank to be able to choose the type when adding a member.

A project will automatically assign the person creating the project as a member.

Learn how to assign a member to a project here: Assigning a Member to a Job as this is the same process for projects.