How to set the status of a project

When Creating a Project

1. Utilize the Quick Add button to create a new project
2. In the new project screen, you will see the “Project Status” field on the far right side of the screen above the Save Project button.
3. Click the Project Status dropdown and select the new status.
   You can change the status to “Open”, “Closed”, or “Draft”.
4. Click “Save Project” to apply the new status.

When Updating a preexisting project

1. Click the Projects link in the blue bar section on the left
2. Find the project you want to edit by searching for it or by sorting the projects by name
3. Click on the kebab menu (3 dots) next to the project.
4. Select “Edit Project” from the menu.
5. In the project edit screen, you will see the “Project Status” field on the far right side of the screen above the Save Project button.
6. Click the Project Status dropdown and select the new status.
   You can change the status to “Open”, “Closed”, or “Draft”.
7. Click “Save Project” to apply the new status.

Video Walkthrough