​
1. Project Configuration — Project Types & Custom Templates

Project Configuration defines project types, default workflow bindings, key prefixes, and reusable project templates. Access this section via Admin -> Configuration -> Project.

​
2. Adding Custom Project Types

Clicking the + Add custom type button on the Project Types tab opens the ‘Add custom Project type’ modal window. This form defines new project categories and unique key prefixes used when generating project task IDs.
1

Navigate to Project Config

Click Admin -> Configuration -> Project in the left sidebar menu.
2

Click + Add Custom Type

Click the + Add custom type button on the top right of the Project Types section.
3

Specify Code & Name

Input Code (unique key) and Name in the opened modal window.
4

Add Description

Provide optional operational scope and guidelines.
5

Create Project Type

Click the blue Create button to register the project type.
Add custom Project type modal window with the + Add custom type button, Code field and Create button highlighted Opened ‘Add custom Project type’ modal window highlighting (1) + Add custom type button, (2) Code (unique key) input field, and (3) Create primary button (Light Mode).

​
3. Creating Reusable Custom Templates

Clicking the Templates tab and selecting New Template opens the multi-step ‘Create Custom Template’ wizard drawer. Step 1 (Template Basics) configures template title, description, approval lines, and escalation policies.
1

Open Templates Tab

Click Templates tab in Project Configuration.
2

Click New Template

Click the New Template button on the top right.
3

Configure Step 1 (Template Basics)

Input Template Name and Description in the opened wizard drawer.
4

Select Approval Lines

Check required approval workflows (Reporter Approval, Direct Approver, Finance Sign-off, Operations Review).
5

Proceed to Step 2 (Roles)

Click the blue Next: Roles button to configure role assignments and task structures.
Create Custom Template wizard drawer with the Template Name field and Next: Roles button highlighted Opened ‘Create Custom Template’ wizard drawer highlighting (1) Template Name input field and (2) Next: Roles primary action button (Light Mode).