Projects
Project status
Every project has a status that reflects where it is in its lifecycle. Status drives filters in the Projects table and the practice dashboard.
Status types
- Draft
- The project has been created but work hasn't formally started. Useful for setting up a job before the appointment is confirmed.
- Active
- Work is underway. The default status when a project is created.
- On hold
- Work is paused — waiting on a client decision, planning outcome, or similar. Held projects appear in the table but are dimmed in capacity.
- Complete
- The job is finished and closed. Completed projects move to the archive view and stop appearing in capacity.
Changing status
- 1Open the project.
- 2Click the status badge next to the project name (e.g. Active ⌄).
- 3Select the new status from the dropdown.
NoteStatus changes are recorded in the project audit trail — including who made the change and when.
Last updated June 2026