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
Select a preset colour or choose new 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 Show more details
Click Status and select (optional to select Project Labels)
Click Save
From My Projects page, Statuses can be assigned for individual or bulk Projects:
Click check box for Project/s
Click Change Status
Select the Status
Filter by Status and Labels
Projects Statuses can be Filtered, allowing Users to locate Projects with ease.
📝Note: 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.