How tos · 02

Move a project through the pipeline

Every workspace starts with five statuses (Draft, Scheduled, In progress, Complete and Cancelled), and you can change them to match how you work. You move a project between them from the project's edit form.

Steps

  1. Open the project.
  2. Click Edit.
  3. Choose the new status and save. The activity feed records who changed it and when.

On the project's detail page, Advance moves it one step along without opening the form. A finished project stays put until someone reopens it, so a job can't drift out of a completed state by accident.

Tip

Use the Gantt view to drag start and end dates while keeping the status the same, which is handy when a job slips a week but the work hasn't started yet.