Sometimes similar types of projects are completed over and over again with the same tasks needing to be completed each time. This is where linking a task group to a project type is really useful.

When a link is made, all future projects created with the project type will automatically be populated with the list of tasks in the linked task group.

For a refresher on how to create task groups click here.

Click on your profile picture, select Account admin, and navigate to the Project Types tab.

Click on the vertical ellipsis menu for the project type you would like to link a task group to and select Edit.

On the project type page select the desired task group from the Task group drop-down. Click Save project type.