/
No matches. Try another word.
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
- Open the project.
- Click Edit.
- 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.