Creating Project Types
Will Goad avatar
Written by Will Goad
Updated over a week ago

As an administrator, you have the ability to create project types. This can be defined as generally or specifically as you want. Some examples of common project types include:

  • Digital Ad

  • Brochure

  • Commercial

  • Collateral

  • Video

To create Project types, first, click on your user profile picture and select Account admin

Note: If you do not see the Account admin link, then you currently do not have admin permissions turned on. Please contact your system administrator to receive these permissions.

Navigate to the Project Types tab and select + New project type.

Fill out the new project type form. Here you can connect a form and workflow to the project type, as well as determine if you want your collaborators to be able to request this project. Once you have completed the form, click Save project type:

The saved project type can now be selected in the project type dropdown when creating new projects. If you turned on Requests, it will also appear in the project type dropdown when a collaborator is requesting a project.

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