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Project types categorize your projects by the type of work they represent. Define types like “Financial Plan,” “Tax Preparation,” or “Estate Planning” to organize projects and enable reporting by service type.

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What are project types?

Project types are labels that categorize projects by:
  • Service offering — Financial planning, tax prep, insurance review
  • Engagement type — Onboarding, annual review, ad-hoc request
  • Workflow category — Client service vs internal operations

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Default project types

Slant includes common project types:
TypeDescription
Financial PlanComprehensive financial planning engagement
Annual ReviewYearly client review process
OnboardingNew client setup and paperwork
Tax PreparationTax return preparation
GeneralUncategorized projects

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Create a project type

1

Go to settings

Navigate to Settings → Book → Project types.
2

Click Create

Click Create project type.
3

Enter details

Configure the project type:
  • Name — Display name
  • Description — What this type represents
  • Color — Visual identifier
  • Icon — Optional icon
4

Set defaults

Optionally set default values:
  • Default milestones
  • Default assignee rules
  • Estimated duration
5

Save

Click Save to create the type.

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Configure project type details

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Basic information

FieldDescription
NameHow the type appears in lists and dropdowns
DescriptionExplanation of when to use this type
ColorColor coding for visual identification
IconOptional icon for quick recognition

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Default milestones

Pre-configure milestones for the project type:
1

Open project type

Edit the project type.
2

Go to Milestones

Click the Milestones section.
3

Add milestones

Define default milestones:
  • Milestone name
  • Relative due date (e.g., “Day 7”)
  • Description
4

Save

New projects of this type get these milestones automatically.

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Default tasks

Set tasks that are created automatically:
1

Edit project type

Open the project type settings.
2

Go to Tasks

Click the Default tasks section.
3

Add tasks

Define tasks with:
  • Task name
  • Description
  • Relative due date
  • Default assignee rule

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Assign project types

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When creating a project

1

Create new project

Start creating a project.
2

Select type

Choose the project type from the dropdown.
3

Type applied

Default milestones and tasks are added.

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Change existing project type

1

Open project

Navigate to the project.
2

Click Edit

Click Edit or the pencil icon.
3

Change type

Select a different project type.
4

Save

Click Save to apply.
Changing a project’s type doesn’t add or remove milestones/tasks. It only changes the categorization.

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Edit project types

1

Go to project types

Navigate to Settings → Book → Project types.
2

Find the type

Locate the project type to edit.
3

Click Edit

Click the edit icon.
4

Make changes

Update the configuration.
5

Save

Click Save to apply changes.
Editing a project type updates future projects but doesn’t change existing ones.

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Archive project types

Remove unused types from the active list:
1

Go to project types

Navigate to project type settings.
2

Find the type

Locate the type to archive.
3

Click Archive

Click the archive icon or menu option.
4

Confirm

The type moves to archived.

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Archived types

  • Don’t appear in dropdown menus
  • Existing projects keep their type
  • Can be restored if needed

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Restore archived type

1

Show archived

Toggle Show archived in project types list.
2

Find the type

Locate the archived type.
3

Click Restore

Click Restore to reactivate.

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Filter and report by type

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Filter projects

1

Go to Projects

Navigate to Projects in the sidebar.
2

Open filters

Click Filter.
3

Select type

Choose Project type and select types to show.
4

Apply

List shows only matching projects.

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Project type reporting

Use project types for analysis:
  • How many financial plans are in progress?
  • Average time to complete each project type?
  • Which types have the most overdue milestones?

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Project types vs templates

Both help standardize projects:
FeatureProject typesProject templates
PurposeCategorizationFull project setup
ContainsDefault structureComplete configuration
UsageSelected when creatingApplied when creating
FlexibilitySets category, defaults optionalCreates exact copy
Use project types when:
  • You need to categorize projects
  • Defaults are helpful but flexible
  • Reporting by category matters
Use templates when:
  • You need identical project setups
  • Every task must be included
  • Consistency is critical

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Best practices

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Keep types meaningful

Create types that:
  • Represent distinct service offerings
  • Are mutually exclusive
  • Aid in reporting and analysis

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Don’t over-categorize

Too many types cause confusion:
  • Aim for 5-10 types
  • Combine similar types
  • Use tags for additional detail

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Review periodically

Assess your project types:
  • Which types are used most?
  • Are any unused?
  • Should types be consolidated?

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Coordinate with team

Ensure everyone understands:
  • What each type means
  • When to use each type
  • How types affect reporting

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Troubleshooting

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Type not appearing

Check:
  • Type isn’t archived
  • You have permission to create projects
  • Filter isn’t hiding it

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Wrong defaults applied

Verify:
  • Correct type is selected
  • Default settings are configured correctly
  • Existing projects aren’t affected by type changes

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Next steps

Creating projects

Create projects with types

Project templates

Create full project templates