You can set up job statuses to match the stages in your company's job A job is the overall project that you or your organisation works on for a client workflow. Then, by adding notifications uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members, or client contacts can be notified by email or on-screen alerts. to each job status, you can communicate to key people how a job is progressing – and when it's time for them to take action.
has some default job status values. You can edit the default job statuses, and add more statuses to suit your workflow. Each job status can have its own set of notifications.
The default job status values are:
- Planned – select this job status when you create a new job – the project team can be notified.
- In progress – select this job status as work begins on the job
- Completed – select this status to notify staff when the job is finished
- On hold
- Cancelled
You could add more job status, for example:
- Ready for review
- Awaiting client approval