Project Statuses

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 Administrators can create and edit Statuses, but all Users can use them.

1. Click My Account then click Setup
2. Click Project Statuses
3. Click and type in the new Status or Edit an existing
4. Select a preset colour or choose new from the colour wheel (optional save colour)
5. (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:

1. Click Show more details
2. Click Status and select (optional to select Project Labels)
3. Click Save

From My Projects page, Statuses can be assigned for individual or bulk Projects:

1. Click check box for Project/s
2. Click Change Status
3. Select the Status

Filter by Status and Labels

Projects Statuses can be Filtered, allowing Users to locate Projects with ease.