Right-Click Menu: Managing Statuses

Workflow statuses can be configured from this menu. There are three default statuses that can be checked/combined for any status that you would like to create:

• Default

  • This is the initial and default status for a workflow (e.g.: active status)

• Complete

  • This will mark the engagement as complete (e.g.: completed status)

• Archived

  • This will mark the engagement as archived (e.g.: archived status)

Each of these statuses is a checkbox that can be selected upon creation of a new status. For example:

• Default + Complete

• Complete + Archived

These statuses can be used in the Engagement Grid filters and views to separate out different workflow stages.

Modified on Mon, 18 Sep, 2023 at 3:03 PM