For effective workflow progression, project statuses and archive reasons allow users to quickly identify where a project is in the flow cycle.
Creating / editing statuses and archive reasons
Only the owner, admin and setup roles can create and edit statuses; however, all users can use them.
Click my account then click setup
Click project statuses
Click and type in the new status or edit an existing status
Select a preset colour or choose a new colour from the colour wheel (optional save colour)
(Optional) Drag and drop to reorder
Assigning statuses
Statuses can be assigned when creating a new project or from the my projects page.
When creating a new project:
Click to show more details
Click status and select (optional to select project labels)
Click Save
From the my projects page, statuses can be assigned for individual or bulk projects:
Click the check box for project/s
Click change status
Select the status
Filter by status and labels
Project statuses can be filtered, allowing users to locate projects with ease.
šNote: If a status is deleted, any project using the status will still display the removed status; however, you will be unable to filter by it.