Support

Manage Project Types

Project types help you organize the items on your calendar. Use the filter feature in your calendar to sort by specific project type. You can also add default attachments to your Projects so they will be ready to go each time you add a new Project to your calendar.

How to Add a New Project Type

  1. Click the gear icon to open Settings.
  2. Click Project Types.
  3. To add a new Project Type, select Add New Project Type, and choose any listed Project Type available.
 
Projects Types:
  • Article
  • Audio
  • Blog Post
  • Case Study
  • E-Book
  • E-Course
  • Email Marketing
  • Event
  • Files
  • Idea
  • Infographics
  • Newsletter
  • Podcast
  • Photos
  • Presentation
  • Promotions
  • Social Campaign
  • Video
  • Webinar
  • Website Content
  • White Paper

Customize Project Types

Use the instructions below to customize project types by adding a description and default attachments, or rearrange the order in which project types appear when creating a new project on your calendar.
  1. Click the gear icon to open Settings.
  2. Click Project Types.
  3. To add a description or default attachment, click on the Project Type and fill in those fields.
  4. To rearrange the order, hover over any existing project type then drag and drop it into a different order.
Customization will be applied to projects that are created in the future. Please note that customization changes will not be reflected inside projects already on your calendar. Marketing Suite users with access to Custom Fields will also have the option to add Custom Fields to Project Types.

How to Archive a Project Type

  1. Click the gear icon to open Settings.
  2. Click Project Types.
  3. Click on the Project Type.
  4. Click the arrow icon in the bottom left corner.
You can unarchive the Project Type at a later date by clicking Show Archived Projects and selecting Unarchive Project Type. When a Project Type is archived, any projects that used that type in the past will keep their archived type, but that Project Type won't be in the list to choose from going forward.

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