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Customize your Project Management workflow
Customize your Project Management workflow

How to edit your Project Steps, Types and Statuses in settings

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

You can customize your Project Steps, your Project Types and your Project Statuses to suit your workflow.

1. Click on settings - Job details

2. In the project section add/remove your steps, types and statuses

  • To add a project step, status, or type, enter the name of your step/status/type in the field, then click the plus sign button, a pop-up message will display, and then click create.

  • To remove a step/status/type click on the red X in front of the name.

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