How to define the points statuses ? - Web Version
An Enterprise or Enterprise+ license is required
A standard list of 13 statuses can be used to follow-up the points that has been created.
This list can be managed according to your needs. You can add new ones too.
When you want to define the status of a point, you have 2 options:
- Import a structure from another project
The edit function will give you the opportunity to edit the statuses of the points.
To create a new category you have to click the
that will be visible at the right of the line.
You can also rename, activate and reorganize (drag&drop) the different statuses from the list.
The color of the status can also be modified. The pins of the points will be coloured according to their status.
- Orange for In progress and planned.
- Green for done and checked.
- Light Grey for closed, cancelled and impossible to repair.
- Red for refused.
- Blue for "In observation" and "For information".
- Light green for risk low.
- Yellow for risk moderate.
- Brown for risk high.
Statuses for managers (or admin) of the meeting only :
When creating a project, the manager of the project can define some statuses of the points as for managers of meetings only.
These statuses are displayed in bold.
The status of points having a manager-only status can only be changed by a manager. A contributor/guest cannot change the status which is only for a manager, even the contributor can't activate another status for a point.
Save the modifications made by clicking on OK.
You can leave the frame with the function cancel but there won’t be any modification saved to your structure.
Got a problem? Contact our support here or ask your questions online directly on the app.