> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing project types, statuses, and guides

> Learn how to manage project workflows in SuperOffice CRM with project types, statuses, and guides. Configure these tools in Settings and maintenance to standardize tracking, tasks, and documentation.

SuperOffice CRM provides administrators with tools to standardize project workflows through **project types**, **statuses**, and **guides**. These features enable consistent project tracking, task management, and documentation across teams.

Use the **Workflow** and **Lists** screens in **Settings and maintenance** to configure and manage these components.

## Key concepts and locations

| Term           | Definition                                                                                            | Location in Settings and maintenance   |
| -------------- | ----------------------------------------------------------------------------------------------------- | -------------------------------------- |
| Project type   | Categorizes projects (for example, "Conference" or "Campaign") and links them to statuses and guides. | **Lists** > **Project - Type, Status** |
| Project status | Tracks the phase of a project (for example, "Planned" or "In Progress"). Defined per project type.    | **Lists** > **Project - Status**       |
| Project guide  | A workflow tool linking statuses to specific follow-ups, documents, and milestones.                   | **Workflow** > **Project guide**       |

## What do you want to do?

* [Add a project status][3]: Define and manage project phases such as "Planned" or "Closing."
* [Add a project type][4]: Create types such as "Campaign" and assign relevant statuses.
* [Create a new project guide][1]: Design workflows with follow-ups, documents, and milestones for project types.
* [Edit or deactivate a project guide][2]: Update workflows or disable guides for specific project types.

These tools empower administrators to tailor project workflows, ensuring efficiency and consistency across teams.

[1]: ./create-project-guide

[2]: ./edit-project-guide

[3]: ./project-status

[4]: ./project-type


## Related topics

- [Create a new project guide](/en/project/admin/create-project-guide.md)
- [Managing sale types, stages, and guides](/en/sale/admin/index.md)
- [Get Project Statuses](/en/api/reference/restful/agent/list_agent/get-project-statuses.md)
- [Project type](/en/project/admin/project-type.md)
- [Project status](/en/project/admin/project-status.md)
- [Project guide tutorial](/en/project/learn/tutorial.md)