Managing a Project: Project Status

A project's status determines whether or not notifications will be sent to the team.

Projects with a status of Planning, On Hold, Cancelled or Completed do not send notifications to SmartTask owners. When a new project is created, it will default to the Planning status so that project schedules and resourcing can be adjusted as needed without constant notifications going to the team. This allows you to iterate as needed. When the project is ready to go and changes are ready to share, simply move the project to the In Progress status and the latest updates will be sent to your team as Task Update notifications.

To change task status:

1. Open your project, then click on the project’s title or the information icon.
   
    

2. The Project Information screen opens. Click on the Status dropdown menu. 
   
   
   

3. The Status dropdown menu opens displaying the following options:
   

   Planning: The project is still being defined and adjusted. (Notifications not sent.)

   In Progress: The project is active and being worked on. (Notifications sent to team.)

   On Hold: A pause to the project has stopped work temporarily. (Notifications not sent.)

   Cancelled: It has been determined that this project will not be completed. (Notifications not sent.)

   Completed: The project has been fully executed. (Notifications not sent.)

   
   If you are using the ConnectWise integration, custom statuses will show alongside the icon for the status category to which they have been associated. Note that the use of the above project status categories will still apply in terms of whether or not notifications will be delivered to your team. Any status within the "Planning" status category will not deliver notifications (in the example below, that would be the first four statuses in the listing).
   
   
   
   
4. Modify your project’s status as needed, then click the Save button to apply these changes.