Types help define or categorize your Objects, Tasks and, Milestones, and are helpful when you need to specify what type of work needs to be done. These can also be used on your projects as filters when pulling out data at a later time.
As some examples:
Task Types help define the stages or type of work required to complete an Object. Task Types could include Animation or Modeling.
Objects Types can be used to further define Objects into differing categories depending on the level of granularity needed to track and organize them. Object Types for a 3D Asset Build could include Character, Environment, or Prop.
Milestones Types can be helpful to clarify if there is a specific department it is tied to.
The number of types you may need to configure for your projects may depend on the size and complexity of your projects, as well as the size of your project teams. A large project team may benefit from breaking down tasks into more granular Types when the work is being divided between multiple team members or departments. A small project team may want to simplify and work with only a few Types to make the work easier to track.
Types will be used in your workflow schemas, and can be accessed and configured in System settings > Workflow > Types.
There are a number of default Types that will be available to use in your workflows immediately, however custom Types can also be created for anything additional that may be needed for your projects.
Please note: The order of your Types is important as that is the order they will appear throughout ftrack. You can drag and drop types to re-order them in the system settings.
Click Create to create a new type and fill in the required information.
Required information:
Color - The color representing this type in charts and spreadsheets. (Tip: you can use hex codes to generate more color choices)
Name - The name of the type.
Billable - Billable indicates whether objects with that type should be included when summarizing task counts, bids, and worked hours in most reports and charts. This may be used to separate administrative tasks which you may need to schedule internally, but don’t want to include as part of the work that went into a project.
Double-click a row or click the pen icon to edit a type, or click the trash can icon to remove the type.