Define the statuses of the points

Lola Ricca -

A standard list of 13 statuses can be used to follow-up the points that has been created

This list can be managed according to your needs. You can add new ones too.

When you want to define the status of a point, you have 2 options:

  • Edit
  • Import a structure from another project

 

 

The edit function will give you the opportunity to edit the statuses of the points.

 

For this you would have to click on the Screen_Shot_2017-06-27_at_16.12.23.png that will be visible at the right of the line of the point, that you can see when you go on it with your cursor.

You can rename, activate and reorganize (drag&drop) the different statuses from the list.

 

Screen_Shot_2017-06-27_at_16.42.20.png

The color of the status can also be modified. The pins of the points will be coloured according to their status.

  •  Orange for In progress and planned.
  • Green for done and checked.
  •  Light Grey for closed, cancelled and impossible to repair.
  • Red for refused.
  • Blue for "In observation" and "For information".
  • Light green for risk low.
  • Yellow for risk moderate.
  • Brown for risk high.

 

Statuses for managers (or admin) of the meeting only :

When creating a project, the manager of the project can define some statuses of the points as for managers of meetings only.

These statuses are displayed in bold.

The status of points having a manager-only status can only be changed by a manager. A contributor/guest cannot change the status which is only for a manager, even the contributor can't activate another status for a point.

 

Screen_Shot_2017-06-27_at_16.47.37.png

 

 

Save the modifications made by clicking on OK.

You can leave the frame with the function cancel but there won’t be any modification saved to your structure.

 

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