Project Types / Templates

Similarly to task types, you can create and customize project types. You can use project types both as a preset of project-specific settings i.e. workflow, views, type of tasks, or as a project template that comes with pre-created tasks, milestones, etc.

Managing Project Types

To create a new project type / template or manage the existing ones, go to Organization Settings → Project Types. Learn more about the available settings and options here.

Folders vs. Projects

A common question is "What's the difference between Folders and Projects and when should I use Folders vs. Projects?" The key difference is that a folder is designed to hold and organize a collection of your work items (tasks, events, etc.) but is not a deliverable with an expected outcome. In other words, you should use Folders to organize items together but you do will not need to track the folder's status, will not need to set the deadline or planned start-end dates.

Use folders to:

  • Build your organization's work structure, i.e. departments or products.
  • Create collections of projects, i.e. projects by Client.
  • Group multiple tasks together underneath a larger project to split work items into groups.
  • Create ongoing/continuous "projects" that do not have a status or end date: Support Requests, Ideas, etc.

Use projects when your initiative has a specific and achievable goal, you need to track its status, need to plan your work ahead. Some of the functional properties that define a project:

  • Projects have statuses and follow a defined project workflow.
  • Projects have start and end dates. If needed, you may also set a deadline.
  • Projects may have a dedicated project manager that is different from the project owner.

Sprints and Backlogs

Sprints and Backlogs are the two special types of workfolders that help you organize your agile projects. Also, you might find it useful to use them even if you don't work based on agile methodology and simply want to put items you plan to do in the future into the designated backlog folder.

Sprints are very similar to projects but include some additional features (i.e. Burndown chart, special workflow, etc.). Use backlogs to group all your future but not yet planned tasks and ideas. Backlogs also help to categorize and prioritize your future work.