You can change your project status from the Project List or from inside of any project detail modal.
Project List
From the project list, you can click on any of the statuses inside of the Status column and change them using the dropdown menu
Project Detail Modal
Navigate to any project, and click on the Project Name located at the top left side of your project.
Inside of the info modal, you will see a Project Status dropdown. You can change the project status from there.
Editing your Project Statuses
Navigate to Settings > Project Statuses
You will see a list that is organized into 5 categories or groups of statuses.
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You cannot change or edit the main groups or categories
- Not Started
- On Track
- Off Track
- Complete
- Abandoned
- These categories are created because we have some logic on the back end that triggers events based on the status category a project is set to.
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Anything under Complete or Abandoned are treated as inactive projects
- collaborators do not receive notifications on any tasks from projects in those statuses
- collaborators do not receive notifications on any tasks from projects in those statuses
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Anything under Complete or Abandoned are treated as inactive projects
- You can change the names of statuses inside each category/group, add new project statuses, and drag and drop any statuses into any of the main groups
- for example, you can change the name of Pre-Sale and drag it into the group 'On Track'
- for example, you can change the name of Pre-Sale and drag it into the group 'On Track'
- No one will see the names of the groups anywhere in the app except for in the Settings > Project Statuses page
This is how the project statuses appear anywhere else in the app:
Notice there is no mention of the main group names. The only thing that shows up is the status icon that appears on the Project Statuses list.