{"schema":"exacc.help.page/1","url":"https://exacc.au/help/project-types/","title":"Project types and statuses","description":"Set up the kinds of projects you run (with default title, brief, days to finish and client email) and the statuses they move through.","category":"Projects","summary":"**Manage › Project Types** sets each kind of project: **Type Name**, **Code**, **Days to Finish**, a default title, brief and client email. **Project statuses** (**New Project Status**) have a **Name** and a category (pending, active or finished) that decides where projects show.","lastVerified":"2026-10-10","apps":["app"],"processIds":[],"start":{"label":"Open Project Types","url":"https://app.exacc.au/{dbId}/todo/project-types"},"menuPath":["Manage","Configuration","Project Types"],"steps":[{"step":1,"title":"Project types","body":["Open **Manage › Project Types** and add or open a type:"],"url":"https://app.exacc.au/{dbId}/todo/project-types","fields":[{"name":"Type Name and Code","help":"e.g. Tax return, TAX.","required":true},{"name":"Days to Finish","help":"how long these projects usually take."},{"name":"Default Project Title and Default Project Brief","help":"used by recurring projects of this type."},{"name":"Email Subject and body","help":"the default client email for recurring projects."},{"name":"Active","help":"leave ticked; an inactive type disappears from this list."}],"image":"https://exacc.au/help/project-types/step-1.png"},{"step":2,"title":"Project statuses","body":["**Project Status - List** › **New Project Status**: a **Name** and its **Type** (category). Active ones show on the boards; finished ones close the project. A status in use cannot be deleted."]}],"sections":[{"heading":"Types and new projects","body":["Choosing a type on a new project does not fill anything in yet; the defaults are used by recurring projects."]}],"related":["https://exacc.au/help/create-project/","https://exacc.au/help/recurring-projects/","https://exacc.au/help/manage-projects/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}