Projects module settings

List of paragraphs:

• Projects types
• Project statuses
• Roles of project members
• Project milestone templates

Project types

When creating a new project, select the project type:

1. To create new project types, go to Setup - Projects - Types - New record.

2. Enter the information for the new entry and save changes:

3. To edit or delete, select the options under the Actions column.

Project statuses

When entering a new status, select its status:

1. To create new values, go to Setup - Projects - Statuses - New record:

2. Fill the information fields and save changes. You may also add the task template for system to create an automatic task each time project status is changed into the new value:

3. To edit or delete, select the options under the Actions column.

4. You may also select which of the values should be displayed in the Kanban board.

Roles of project members

You can select roles to project members:

1. To add new roles, go to Setup - Projects - Member roles - New record:

2. Create a new role and save the record:

3. The member roles are displayed in the project review window:

Project milestone templates

There is an opportunity to create a project milestone template - stages will be created automatically based on the project type.

1. To create new template, go to Setup - Projects - Milestone Templates - New record:

2. Select the project type and template's name, add the task template and save changes:

3. When creating a new project, the system will automatically create a new milestone and assign all the tasks that were added to the milestone: