How tos · 03

Change the statuses a project can be in

The five statuses a workspace starts with are a starting point, not a fixed list. Owners and admins can rename them, recolour them, reorder them, and add their own: "Awaiting parts", "On hold", "Needs sign-off", all under Workflow.

Steps

  1. Go to Workflow in the sidebar.
  2. Drag a status to change where it sits in the order.
  3. Click a status to rename it, give it a colour, or move it to another category.
  4. Use Add status in any category to create a new one.
  5. Use Make default for new projects on the status every new project should start on.

The three categories

  • Not started: booked or being prepared; no work has begun.
  • Active: work is under way.
  • Terminal: finished. A project here only moves again if someone reopens it.

Order is what drives Advance: it moves a project to the next status in the list and stops at the first terminal one. Anything you put after that (Cancelled, by default) becomes an off-ramp you choose deliberately rather than one a project can drift into.

Good to know

Every category has to keep at least one status, and the status new projects start on can't be removed. If you delete a status that projects are currently on, Alpha asks where to move them first, so nothing is ever left without a status.