Project Types are... well, exactly what they sound like: types of Projects!
So first let's define Projects: Projects in HoneyBook are essentially your jobs, which, for many of you, probably means the clients you are working with. Therefore, Project Types will help you define the categories of jobs or clients you take on.
In HoneyBook, you can quickly (and even automatically) categorize each job you're working on as a particular kind of Project by using custom Project Types.
Since we know that your business is constantly growing and changing, Project Types can be customized at any point: you have the option to add, remove, or change the entire list (up to 17 custom options). That way, you can easily group the many things you're working on.
Prefer a video on how to customize project types? We got you. Check it out here.
In this article we'll cover:
- Why project types matter
- How different industries use project types
- How to customize your project types
Why Project Types matter
As we just reviewed together, Project Types are a way to organize your jobs in the HoneyBook system. Anytime a Project is added to HoneyBook the Project Type field can be edited to correctly label that particular job.
There are 2 reasons why you should care about Project Types in HoneyBook: Organization and Automation.
There are two main ways Projects get into the system: A client fills out your Contact Form or you manually add a new Project. When manually adding a project, you can select the Project Type for that job from the drop down list.
Alternatively, when your client fills out the Contact Form, they can select their own Project Type from the drop down list, which will in turn label them in HoneyBook. All you have to do to connect the Project Type Question to your Contact Form is select it from the "Suggested Question" List.
Once the Project Type is recorded on a given project you can filter your Pipeline stages to view them grouped by Project Type in alphabetical order. This can help you prioritize your jobs, easily jump between similar jobs, or even clean up your pipeline. Organization simplified!
Another way you'll find BIG value in using custom Project Types is when it comes to automating your process. The HoneyBook Workflows tool allows you to send sequences of Emails and Files to clients based on their project type! That means, if you want to, you can streamline your entire process from Contact Form submission all the way through completion with the help of this handy field!
How different industries use Project Types
Since we've already established that Project Types help Honeybook members categorize the jobs they're taking on, you might be wondering how other businesses in your industry set up their Project Types.
The first question you need to ask yourself is does it make more sense to categorize your projects (read: jobs) in HoneyBook by your clients or by your pricing?
For example, are all of your clients the same type of client (ie. a bride or a corporation)? If all of your clients are the same type of client, it doesn't quite make sense to categorize your work that way. Rather, you'll want to categorize your work based off of the services you offer to those brides or companies. Here are some examples of how we see folks organize their work through custom Project Types to make it a little more obvious:
- A Venue's project types might list — "Wedding," "Birthday Party," and "Corporate Event", etc.
- Or if they're exclusively a Wedding Venue their project types might instead list — "Gold Package", "Silver Package" and "Bronze Package", etc.
- While a Business Coach might list their project types as — "3 month coaching", "6 month coaching", "9 month coaching", etc.
- A Graphic Designer might list their project types as their services — "Web Design", "Logo Design", "Branding Guide", etc.
Essentially the most common ways we see members use their Project Types, is defining their projects by:
- Clients (client type a, client type b, etc.)
- Pricing (package a, package b, etc.)
- Services (service a, service b, etc.)
Customizing your Project Types
1. From any page, click your profile photo in the top right corner of your screen.
2. Select Company Settings from the menu.
3. Select the Preferences tab.
4. In the Project Types section, click Edit.
5. Edit your Project Types! You can:
- Click Add Project Type and enter the title to add
- Hover over existing Project Types and click the pencil icon to edit
- Hover over existing Project Types and click the trash can icon to delete
6. Click Save Changes when you're finished.
Now, you can choose from your brand new list of Project Types when you're creating a Project.
Want to learn more?
- Customizing your Contact Form
- Creating a Workflow
- Understanding the Project Pipeline
- Editing your lead sources
- Creating custom Project Details
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!