Projects

How to change a project's status from the dashboard

Mark a project as Not Started, In Progress, On Hold or Completed straight from its dashboard card or on the project Overview tab.

For managers4 steps
  1. Step 1: Tap the status tag

    On the dashboard, find the project card and tap its status tag, such as In Progress. Tapping anywhere else on the card opens the project instead.

    App screen for step 1: Tap the status tag
  2. Step 2: Choose and save

    In the Project Status window, tap the new status (Not Started, In Progress, On Hold or Completed), then Save Changes. The window closes and the card tag updates.

    App screen for step 2: Choose and save
  3. Step 3: Inside the project too

    With the project open, go to the Overview tab and tap the status badge at the top of the tab (next to the three-dot button). The same Project Status window opens.

    App screen for step 3: Inside the project too
  4. Step 4: The status can change on its own

    When you save the schedule, the app adjusts the status based on physical progress. For example, a project marked Completed with progress below 100% goes back to In Progress. On Hold only changes on its own when the project reaches 100%: Project status: when it changes on its own

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