Added value of the status
The status brings structure to all company projects and is ideal for clearly and transparently company processes clearly and transparently.
Of course, the status can also be personalised so that your company processes can be precisely can be mapped exactly.
Every employee knows what stage each project is currently at and what currently is and what needs to be done. For example, if eight projects have the status "Write invoice" status, the person responsible in the office knows directly what needs to be done. If two projects have the status "Order material" or "Material ordered" everyone knows directly whether something needs to be done - or not.
Examples of how to use the status
Every work step that takes place in a project receives a status.
Every company works differently and therefore does not use the status in the same way. not use the status in the same way. Some of our customers have set their status so granularly that they know down to the last detail what processing status each project is in. each project is at. Some prefer to keep the list of options smaller. In the end, practice shows what works best for you and your team.
Examples:
- Ordering material vs. ordering material and
- Scheduling vs. deadline set
Use of the status in connection with project folders
Here too, every company works differently. But there are two approaches that we have seen implemented successfully by our customers time and again:
- Folders for customers and
- Folders that are process-related
If you have different customers who also have different processes processes, it makes sense to create folders for them. Like building cooperatives, for example, whose quotation and invoicing processes differ from other customers. If their projects are in a separate folder, everyone in the company knows that these projects are handled differently and the right project can be found very quickly when project can be found very quickly.
The second approach that works well is the separation by business unit or trade. This is particularly beneficial if different people in the company are are responsible for different areas, as this allows them to see at a glance what is relevant for them.
Examples:
- Private customers, public, commercial
- Bathrooms, heating, air conditioning
The status also works under a project folder. This allows you to different business areas from each other and still follow a clear structure. still follow a clear structure.
Filter by status
Another advantage of the status is that it is very easy to filter by this can be filtered. In addition to the options of filtering by employee, folder and start/ & end date you can also filter by status.
This is particularly practical if only a few statuses are relevant for you - or you have a few project folders. Because with status filtering, projects with this status are projects with this status are displayed. For example, if materials are to be ordered, it may not be important in which folder the project is located. This allows you to quickly view all affected projects with just a few clicks.
Use of the grouping
You can group your project list by status by clicking on the sort icon to enable/disable it directly.
How to create your own status
We explain how the statuses can be stored under the web app here.
Info! Creating more than 10 statuses only works for our Pro and Premium users. So another reason to equip your company with licences and work even better with Craftnote.