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Project types are reusable templates that define the structure of a project — the milestones it moves through, the tasks created at each milestone, and optional outcomes and form inputs. Go to Settings → Project types to manage them. You need Manage project types permission to manage project types available through your books. Use All sharing to filter by All books or a specific book. The Shared with column shows availability. Each row’s three-dot menu includes Edit, Duplicate, Share with books, Archive or Restore, and Delete. Archiving prevents new projects while preserving existing ones. Deletion is blocked while active projects remain. Click New project type to open the Projects library. Start from scratch or install a ready-made workflow, then use Share with books to adjust availability. For full details on creating and configuring project types, see:

Project types

Create project types with milestones, tasks, outcomes, and form inputs