This article describes how you can use different tag fields to categorise your projects in Next Project.
NOTE: colours and icons in Next Project may have changed after the screenshots presented throughout this article were taken, but the descriptions of the features remain relevant.
Tag fields in the project card
When you add a new project in Next Project, there are several fields in the project card that you can use to indicate the type of project you are creating. For example, Project type, Project category, Form of compensation and Type of assignment.
These fields contain information that you can use as follow-up criteria when you want to pull up statistics and performance indicators in Next Project.
Editing the selection of types
To be able to edit the selections of types on the project card, you must have access to Admin and have the Admin permission ‘Types’ for each selection:
In Admin → Settings → Types you will find the types you can work with in Next Project, not only the types found on the project card. ,
Click on the tab of the type you want to make changes to. To add, click the ‘Add’ (+) button. To delete, select the relevant field and click the trash icon. Note that you cannot delete a type that is currently being used in a project.
Once you have added a new type option, you need to reload your browser for the new type to be valid.