Project types are the skeleton a new project can load: milestone templates and default tasks. Set them once so won deals start with a real checklist instead of a blank Tasks board.
Where
Settings → Project workflow → Project Types (/crm/project-types), also on the CRM hub and Project settings.
Owners and admins manage types. Others can still pick a type on a quote or deal when the field is available.
Create a project type
- Open Project Types.
- Choose Create Project Type (or Create Your First Project Type if the list is empty).
- Fill Name (required). Optional Description.
- Type: One-off project or Retainer (ongoing collaboration).
- Create.
Status shows Active or Inactive. Use Edit Details to change name, description, type, or Active.
Row actions: Duplicate (name becomes {name} (Copy)), Delete (also removes that type’s default tasks and milestone templates).
Milestone templates
On the selected type, open Milestone templates.
- Add milestone with Title and Deadline offset (days).
- Reorder with Move milestone up / down.
- Edit or Delete a milestone template when needed.
These become project milestones when you initialize from the type on win (or load later).
Deliverable funnels from the quote are separate: sections on the quote that contain assets (for example Funnel 1 / Funnel 2) also create Deliverables milestones when the project is linked to that quote. Template milestones and quote-section milestones can sit side by side.
Default project tasks
Section Default project tasks (checklist items for new projects).
- Add task.
- Set Task name, Production phase (Strategy / Pre-production / Production / Post-production / Distribution), Milestone template (or Without milestone), Default assignee (or Unassigned), Default hours.
- Add. Reorder with Move up / down. Edit with Save & close, or Delete default task.
Restore and wipe defaults
- Restore Default Project Types: pick built-in types you are missing (Select All / Deselect All → Add Selected Project Types). Existing types stay; only missing defaults are offered.
- Delete All Project Types → Yes, Delete All: clears your custom list (use with care).
How a type reaches a project
- Set Project Type on the quote or deal (sidebar Project Type).
- When the quote is Won, use Mark deal as won → Create a new project.
- After budget, if the type has templates, choose Tasks and milestones:
- Add tasks and milestones from {name}, or - Start without tasks and milestones
- Finish.
On an existing project, Tasks & Milestones can use Load from Checklist. Changing the type later does not rewrite tasks or milestones already on the project.
Things that trip people up
- Winning without a project type, then wondering why Tasks is empty.
- Expecting a type change mid-project to rebuild the checklist.
- Deleting a type that quotes still reference.
- Confusing Production phase on default tasks with Settings → Task phases (different lists).