🚧 Setting Up Your Statuses
Navigate to Manage Project Statuses in the menu to configure your options.
Project Statuses Page
Once open, you can update the order, edit, delete, and toggle the visibility of specific items for your firm:
- Drag and drop to reorder your statuses.
- Mark a specific status as Visible from the Project page:
- Edit the Label color, text, and text color of an existing status.
- Delete the current status.
- Create a new status.
Creating or Editing a Status
After clicking Edit or + New Project Status, you have a few options to personalize:
- Enter the name of the Status that will be displayed.
- Select the background color of the status label.
- Select the text color of the status label.
- A preview will be displayed here to confirm your selections.
- Once you are satisfied, click Create Status!
Updating a Project’s Status
From your project list, click the status on any project to change it. You can select a different status or remove it entirely if none applies right now.
Filtering by Status
Use the status filter menu at the top of your project list to narrow your view down to projects in a specific stage — useful for pulling up everything that’s in progress, awaiting client documents, or ready to file.
