**The term "Project Type" is used interchangeably with "Case Tracker"
Likewise, the term "project" is used interchangeably with "case" and "matter"
1. Create/Edit a Project Type
From your sidebar in Hona, open "Company Settings" --> "Project Types"
To create a new Project Type:
click on the + button in the top right-hand corner
If you're editing an existing Project Type template:
Click the 3-grey dots in the top right-hand corner of the project type you would like to edit --> select "Edit"
2. Configure Project Type Settings
Project Type Name
The internal name of the Case Tracker/Project Type.
This field is not used to match Project type names in your CRM/CMS, so therefore, the name of your Project Type in Hona does not need to match the value to which it is mapped in your CRM/CMS.
Mapped Project Types
If you are integrating your Project Type with your CRM/CMS, this is where you will map the values from the field you have chosen (from your CRM/CMS) to map to your Project Type(s).
To change where Mapped Project Type pulls from, please refer to our Integrations page to learn more about your CRM/CMS-specific mapping.
Phase Change Message
This is the notification that will be sent via Email and/or SMS to clients each time they move from one phase to the next.
A default value is provided for this message. Should you choose to change it, make sure not to delete "{{notification_link}}" as this is the link that your client will click on to access their Hona portal.
Project Name
This is the name of the case that your client will be able to see at the top of their Hona portal. By default, the name which displays here pulls from the case name or title in your CRM/CMS.
If the title of a client's case in your CRM/CMS was "Bike Accident," this is what the Project Name would look like in their Client Portal:
If you do not want to use the default value from your CRM/CMS, you can edit "Project Name" which displays in Hona to either display a different field's value (instead of "case title") or display a custom value chosen by your.
By clicking on the 'Pipe Text' button next to the project name, you will see additional fields we can pull from your CRM/CMS that is not the default case name/title.
New Project Notification
This is the notification that will be sent via Email or SMS when a new project is created in Hona.
A default value is provided for this message. Should you choose to change it, make sure not to delete "{{notification_link}}" as this is the link that your client will click on to access their Hona portal.
We also encourage you to include your business's name somewhere in this message as it will likely be the first one your client's receive from you.
"Send New Project Notification" toggle
If toggled on, the New Project Notification will be sent to contacts in this Project Type when a new project is created in Hona.
If toggled off, New Project Notifications will not be sent to contacts in this Project Type when a new project is created in Hona, and all New Project Reminders will be disabled as well.
New Project In App Notification
This message will display as a small pop-up window in your client's portal when they log in for the first time.
This is also the notification that will be logged in the activity feed when a new Project is created.
3. Build Phases
To learn how to build phases within Project Types, please visit our support article here.
4. Integrate with CRM (if applicable)
To learn how to integrate your case tracker/project type with your CRM/CMS, please visit our Integrations page to learn more about your CRM/CMS-specific mapping.
A video walkthrough provided below: