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Project and Task Status Management

This article describes how to manage your Status list for both Projects and Tasks

A status is applied to both your Projects and your Tasks.  This list of status are managed through your Settings Menu near the top right of your screen.  Once you click on Settings you should see an option for Status List Project/Task.  

This will then open the Status List management page.  Below describes each part of the Status List

  1. This is the name of your Status.
  2. When this is checked any Project Task with this status will display on your Task DigiBoard.
  3. When this is checked any Project with this status will display on your Project DigiBoard.
  4. When this is checked any Project/Task with this status can display on the Home dashboard regions.
  5. When this is checked any Task with this status can be scheduled.  Helpful to prevent in active tasks from being scheduled.
  6. When this is checked, notifications are sent out when a Project or Task is set to this status.
  7. When this is checked a Task with this status can have Employee Time applied.  This is very helpful to prevent employees from charging time to completed and billed projects.
  8. When you click this button the Editor displays allowing you to set these individual components of each Status.
  9. You can order your Status list so that the DigiBoards are displayed in the correct order.