Set up project statuses

Where statuses live

In the Admin Console, open Status under Project. Switch between Services and Media Plan to see the statuses for each kind of work.

Statuses are grouped into templates. Each template shows how many statuses it has and how many projects use it, and lists each status with its colour, a preview of the status pill, and whether it counts as Completed or Urgent.

Add or change a status

  1. Click Add New Status on the template.
  2. Enter the status name and pick a colour. Check the preview to see how it will look.
  3. Drag the handles to put the statuses in order.

Use the menu (⋮) on a status to edit or remove it.

The animation below walks through these steps.

Create a new template

Click Add New Status Template to build a set of statuses for a different way of working, for example a review step for creative work.

Tip: set priorities too

Priority sits next to Status under Project in the Admin Console, so you can set the priority levels your team uses on tasks at the same time.

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