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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. Project types are listed in one table. Use All owners to show every project type or filter the table to Company or a specific book. Each row’s three-dot menu includes:
  • Edit — open the manual editor and project type chat
  • Duplicate — create a copy in the same scope
  • Delete — permanently remove a project type that has no active projects
Click New project type, choose Company or a book, and use the Projects library to start. Start from scratch creates a starter project type and opens chat, where you can describe the workflow you want. You can also edit it manually or install a ready-made project type. For full details on creating and configuring project types, see:

Project types

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