Project Types and Default Attachments - CoSchedule Blog

Project Types and Default Attachments

Project types help you organize the items on your calendar. Do you work with podcasts or create infographics? Using specific Project Types (and there are many!) can help you spot certain items on your calendar quickly and allow you to filter your calendar according to different types of projects you need to manage. Additionally, 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.

To manage project types, go to Settings > Calendar > Project Types.

To add a new Project Type, select Add New Project Type, and choose any listed Project Type available.

Projects Types include:

  • 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

Once the Project Type has been selected you will be able to add a Description and Default Attachments.

Hover over any existing project type to drag-and-drop into a different order. This will be the order they will appear on your calendar.

You can archive a Project Type by clicking into the Project Type and then clicking the arrow icon in the right upper corner.

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.

You can unarchive the Project Type at a later date by clicking Show Archived Projects and selecting Unarchive Project Type.

Note: Custom Project Types are available in our Marketing Suite plans.

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