Skip to main content
All CollectionsProjectINSIGHT
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 year 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.


Need help? Let's touch base. Just shoot us a message anytime. And, don't forget to share your thoughts and suggestions with us. Can't wait to hear your feedback!😊

Email: support @fieldinsight.com

Phone: +61 3 9005 8357

Did this answer your question?