Set up stages, categories, job types and labels

Open the project settings

Click Project settings at the foot of the menu of Projects. The settings apply to every project of your workspace.

Each tab works the same way:

• The button under the list adds a row: Add a stage, Add a category and so on. Type the name and click Add.
• Edit, on a row, renames it or changes its colour.
• Drag a row by its grip to change the order. The lists in the projects follow it.
• Delete asks first, and says how many projects or tasks use the row.

Your workspace starts with a few stages, one job type and one template, which you can change.

Stages

The steps a project goes through, in order, each with a colour. A project is at one stage at a time, shown in the project list and on the project. You change a project’s stage when you edit it.

When you delete a stage that projects are at, choose the stage they move to, or No stage.

Categories

Kinds of project, such as website, audit or support, to group and filter the project list. Projects in a deleted category are left without one.

Task labels

The labels every project offers on its tasks, each with a colour. Deleting a label takes it off the tasks that have it.

Job types

The kinds of work time is logged as, such as design, development or meetings. A job type can have a Default hourly rate: it prices the time of every project that doesn’t set its own rate. See Billable time, hourly rates and budget.

Archive a job type you no longer use: it stays on the time already logged, but can’t be chosen for new time. Deleting a job type that has time logged archives it instead. Archived job types are listed under Archived job types, where Restore brings one back.

Templates

Your project templates. New template starts one from scratch. See Use project templates.

Common questions