Custom Project Status
It would be useful to be able to customise the preset project statuses. At the moment it has 5 options, Active, Archived, Pending, Planned and Floating. I would prefer to install a traffic light system for Needs Doing, With Client or Done...
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Gregory commented
It is the most needed feature for now for us, we would need at least two status-es working like currently "archived" - It would be extra useful to have:
Archived- "lost"
archived - "completed"
archived - "completed and invoiced" -
Rosaline commented
Depending on the type of project and methodology, or the sale pipeline, this can be customised into different stages of the sale process.
E.g.
- Activity
- Qualified
- Defined
- Negotiation
- Selected
- Closed
- LostAny won projects become active.
This feature can later be extended into Sale Pipeline or Lead Management. A lot of times, businesses have to meet up with potential clients, submit proposals, negotiate rates and budget etc. before winning any work.
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Michelle commented
I'd also like to see an Overdue Status