Just like tasks and quotes can have substatuses, so too can projects. Substatuses can be used on the project's overall progress as well as on each stage.
This is a great way to check your progress at a glance without having to open the project to go through the details, especially for large projects with multiple stages.
By default, AroFlo comes with a range of project substatuses that can be used or changed in Site Administration as necessary.
Where can substatuses be viewed?
Project lists
Substatuses are included in the Workflow > Projects > Open and Closed list views, which can be filtered to make it easier to find particular projects of the same substatus. The substatus colours also make it easier to know how you're tracking with the overall status of projects.
Project Progress
Stage substatuses can be seen in the Progress tab of a Project, when grouped into Stages.
Editing substatuses
When viewing a project, click Edit Project towards the top right. |
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Overall substatus
From the Project Detail on the left, you can edit the project's overall substatus.
Stage substatus
From the Project Stages on the right:
- Click the
(blue pencil) to edit a stage - Select the substatus for that stage from the dropdown
- Update Stage
- Remember to Save your project.
| When viewing the stage, the substatus will display. |  |