Status Options

• Overview
• Creating, Editing, and Deleting a Status Option
• Closed Status
• Locked Status
• Color, etc.

Overview

Status Options are used for many things, but they are primarily a core factor for workflow. 

The attributes associated with a Status Option include the following:

• Name: The name of the status (Complete, Assigned, Declined, etc.).
• Closed Status: Determines whether or not an element in this status will be closed, which means the element cannot be edited, and will not show up in searches unless "show closed" settings are applied.
• Locked Status: Determines whether or not an element in this status is locked, which means the element cannot be edited. The element will still show up in searches, and it not considered closed.
• Probability: A percentage value representing the likelihood that a task will happen when it is in this status.
• Background Color: Determines the default background color that will be used when an element enters this status; typically for calendar purposes.
• Text Color: Determines the default text color that will be used when an element enters this status.

Creating, Editing, and Deleting a Status Option

Adding a Status Option

1. On the  System Settings menu, click Status Options
2. Click the New Status Option icon located in the footer
3. Enter the applicable information and press OK

Editing a Status Option

1. On the  System Settings menu, click Status Options
2. Double click the status option you want to edit
   1. OR select the  Options Menu of the status option and choose "Edit Status Option"
3. Edit applicable information and press OK

Deleting a Status Option

1. On the  System Settings menu, click Status Options
2. Select the checkbox(s) of the status option(s) you want to delete and click the  Delete Selected Status Option(s) icon in the footer 
   1. OR select the  Options Menu of the status option and choose "Delete Status Option"

Closed Status

A Closed Status is one in which changes are not allowed and any Elements with such a Status are hidden by default from the various Projects grid screens (i.e., Projects > Quotes). A closed Status is typically used for tasks that are complete.

Locked Status

A Locked Status is one in which changes are not allowed. A locked Status is typically a transient option used to prevent accidental changes.

Color, etc.

Background Color and Text Color determine how the Status Option's label appears in the Calendar.

Note that changes made to an existing Status Option do not overwrite the settings that Project Elements currently hold for those Statues. The only way to update them is to toggle to another Status and back.