Setting Up Statuses for the Firm

Statuses describe how close projects are to completion. You can add, edit, or delete project statuses for your firm. By default, the status Complete is available to all projects.

Note: If you are not licensed for Workstream, these statuses apply to Status Tracker return statuses.

To add, edit, or delete statuses for your firm, do the following:

  1. Do one of the following:
    • Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
    • Open Workstream, and then click Lists in the Manage group on the Manage ribbon.

    2. Note: If you are not licensed for Workstream, click Lists under Status Tracker.

  2. Click Workstream List > Status . The statuses that have already been created for your firm display in the grid.

    3. Note:  If you are not licensed for Workstream, click Status Tracker > Status.

  3. Do any of the following:
    • Create a new status. Click New on the button bar, or right-click the grid and select New from the menu.
    • Edit an existing status. Select an item in the grid and click Edit on the button bar, or right-click an item in the grid and select Edit from the menu.
    • Delete a status. Select an item in the grid and click Delete on the button bar, or right-click an item in the grid and select Delete from the menu.
  4. Press Enter or click another row to save your changes.
  5. Select one or more work products where the status can be used.
  6. To exit the grid, select another item on the navigation panel.

ClosedExplain the components of the window and the right-click menu.