In two lines: a type defines how a class of project works —its statuses, its phases and its custom fields—. You set it up once and every project of that type starts with that same structure.
A "Website redesign" project isn't the same as a "Monthly ad management" one: they have different stages and data. Types let you model each one to fit, instead of forcing everything into a single mold.
How do I create or edit a type?
- In Management > Projects, open the Types tab.
- Click New type (or edit an existing one) and give it a name, color and icon.
- Configure its three pieces: Statuses, Phases and Custom fields.
The three pieces of a type
- Statuses — the columns the project moves through (for example, "To start", "In progress", "In review", "Closed"). You define the Initial status, the one new projects of that type start in.
- Phases — larger stages to structure the work within the project. They help group tasks by block (for example, "Discovery", "Design", "Development").
- Custom fields — the data specific to that type. You pick the type of each field: text, number, amount, single or multiple select, date or date range, checkbox, URL, email, phone and more. For each field you decide whether it's required and whether it shows in the table and in the project panel.
Start simple: a few clear statuses and only the fields you'll really use and look at. A type with twenty fields nobody fills gets in the way more than it helps. You can always add fields later.
One detail when reusing
Mark a type as default so new projects take it without you having to choose it. And note that a type with active projects can't be deleted: you first need to move those projects to another type.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.