Updated Jun 16, 2023
Go to Projects >> Customize to manage all project status customizations listed below.
For information on leads vs jobs, click here.
In this article:
Add a status
Click Add Status.
Name the status.
Select Lead or Job.
Click Save.
Re-arrange statuses
Drag and drop statuses into a preferred order that will show on the Projects page. You can’t drag to switch lead and job categories — delete and create a new status.
Change the default project status view
Check the box on any status so that when you go to the Projects page, it will show all projects with that status.
Select All Leads or All Jobs to default to seeing all your lead or job projects.
Edit or delete a status
To edit or delete, click on the project status.
When you delete a project status, all projects within that status change to “No Status”.
Those projects are listed in the All category on the Projects page.
🚨 Deleting a project status that is part of a workflow will result in an error "The supplied project status does not exist".
