This article explains how to use tag fields in Next Project to categorize projects by type, category, compensation form, and assignment type. It also covers how administrators can manage and customize these categorization options through the Admin Settings, including adding and removing type selections.
This article explains how you can use different tag fields to categorise your projects in Next Project.
NOTE: Colors and icons in Next Project may have changed since the screenshots in this article were taken, but the feature descriptions remain relevant.
Tag fields in the project card
When you add a new project in Next Project, the project card includes several fields you can use to indicate the type of project you're creating. These include fields such as Project type, Project category, Form of compensation, and Type of assignment.
Project Information tab showing required fields marked with validation errors.
You can use the information in these fields as follow-up criteria when you want to pull up statistics and performance indicators in Next Project.
Editing the selection of types
To edit the selections of types on the project card, you'll need access to Admin and the Admin permission 'Types' for each selection.
Groups/Permissions tab showing Module Permissions and Admin Permissions panels; note the highlighted Admin Permissions section.
Head to Admin → Settings → Types to find all the types you can work with in Next Project — not just the ones found on the project card.
Admin > Settings > Types: Project Category tab with unsaved new row ready for entry.
Click the tab for the type you'd like to update. To add a new option, click the Add (+) button. To remove an option, select the relevant field and click the trash icon. Keep in mind that you can't delete a type that is currently being used in a project.
Once you've added a new type option, reload your browser for the new type to become available.