Can the project status be changed automatically? (from pending to completed)

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• How do I change and track the Status of my Projects? Can I modify the default Project Statuses that are provided?

  The default project status can be changed using the "gear" icon in the Project module. in this area, the project status names can be changed as well as the color and order of the Project Status names.

• How do I update the Service Ticket status?

  To update the Service Ticket status, please go to the Menu and choose Service Tickets. Choose the Service Ticket you wish to change the status for. On the top, you will see Unscheduled, Scheduled En Route, Checked In and Completed and all these are ...

• How do I set the status of a To-Do from open to completed?

  To mark a To-Do from Open to Completed, go to the Menu, and open the To-Do module. Open the To-Do you would like to mark complete and then click on the pencil icon on the top right to get into Edit mode. Once here, click on the Status drop down and ...

• How to view the schedule status of a Project?

  There are a few different options for viewing a products Schedule. If the schedule needs to be created or edited, the best option is to do this within the Menu > Schedule. From there you can build and adjust the Gantt chart. You can also see the ...

• How can a Project be removed from the list view after being Completed?

  Removing a Project from the side list view can be done by archiving it, just in case you need it again. To do this go to: Menu > Projects > Select the Completed Project > Details Tab > Action Button > Select from the Dropdown Archive This Item.