Project Settings - Details, Statuses, Members & Types

Use project settings to customise your Jobman software to suit your business.

Access these options by navigating to Settings > Projects.

In this article:

Project Types

Project Statuses

Project Details

Project Members and Member Types (external article)

Project Types 

Differentiate between different project types (for example: internal or external). This may be specific to your business, so you can define and allocate these as you wish. Project types are a filterable attribute, so you can search for all projects of a specific type, or create a report for projects of a specific type, etc.

Creating or Updating a Project Type

1. Go to Settings > Projects > Types and click Create.
2. Name your project type.
3. Click Create again.

You can click into an existing project type at any time to Update (rename) or Delete it.

Project Statuses 

You can use project statuses to define the current state of progress that a project has reached. As with types, project statuses are a filterable feature, so you can search for and report on projects by status.

Creating or Updating a Project Status

1. Go to Settings > Projects > Statuses and click Create.
2. Name your project status.
3. If this status marks the end of a project, select the checkbox for Projects with this status are finished.
4. Click Create again.

You can click into an existing project status at any time to Update (rename or select/deselect Finished), Delete, or Set as Default.

If you set a project status as default, any newly created project will automatically hold this status.

You can only have one default status.

You can have more than one finished status.

Project Details

Project details allow you to add and collect important information when creating or updating a project.  Inside any existing project, the details can be viewed under the project info tab as shown below:

Creating or Updating a Project Detail

1. Go to Settings > Projects > Details and click Create.
2. Name your project detail.

3. Choose your question type from the drop-down.

   What do each of the question types mean?

   Text: Allows you to type in a few words or a short sentence.

   Paragraph Text: Allows you to type several sentences of text.

   Email Address: Enter an email address.

   URL: Enter a web browser link, handy for a question regarding appliance types/models.

   Number: Enter a numerical value.

   Drop-down: Provide several options to select from, using a drop-down menu tab to display all options.

   Checkbox: A filter/tick box.

   Images: Upload images. Images must be JPEG or PNG files.

   Files: Upload files.

4. If you select Drop-down, you will need to add some options. Type the option you would like to appear, add more by clicking Add another item.
5. Tick the box for Required if you need this detail to be entered when a project is created. If you leave the box unticked, users will be able to create projects without providing this detail.

You can click into an existing project detail at any time to Update or Delete it.

Project Members and Member Types (external article)

Project members are used to allocate specific staff to be responsible for a project and complete the tasks in its workflow.

Read More: Members and Member Types: Leads, Jobs, and Projects