Project Status Names

Any way to rename the project status list items?

I'd be fine with 6 status options, I just want to call them something meaningful.

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Comments

11 comments
  • I don't believe there is currently a way to change the project status names, but there are a couple of other good ways to organize projects in a custom way.

    1. You can create Custom Categories by going to "System Settings", then "Categories", then adding a custom category for a Project, or for other items.  This may not be exactly what you are looking for since it stays the same for the length of the project, but it could be useful.
    2. The other, I think more relevant, option is to use Pipelines.  The project can then just be "In Progress" but the Pipeline guides it much more distinctly down the path you want.  Here's a guide to using Pipelines in Insightly

    Hope this helps!

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  • Thanks, Chris.

    Categories allow both names and color coding and display on the project listing page to see a quick overview of where projects stand. I use tags a lot so custom fields don't work as well in combination with tags unless you create filters and in my case it would take dozens of different filters... too cumbersome.

    To me pipelines take too many clicks to move from one stage to another.

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  • Funny it seems that categories offer the same functionality as project status... not sure why it is so difficult to allow more flexibility with the project status feature.

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  • It seems that _SOMEONE_ somewhere has edited the values of the status picklist, as my table data shows progress of both IN PROGRESS and In Progress, and all I can do is pick vs define.

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  • I know we can use custom categories, and they work.  But between the finish of the fieldwork on a project and the final billing, i would like to be able to say something like "In Billing" or something to indicate that we don't have to actually DO anything more, it's in billing / accounting and off our project list.  I know we can do that with custom categories, but I'd like for the progress status to have that option or have the option to allow us to set the various appropriate status points.  

    Not the most important feature, but something that I'd like.  

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  • Hi Bob,

    Thanks for your feedback. This has been a request other users on our Community have made here. I would encourage you to vote for it there.

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  • The ability to add and edit these high level and readily accessible project status categories would be far more useful, quick and easy than having to create custom fields or pipelines which would just duplicate the feature - there can only be one status at any one time. We are in the SaaS business too and we would view issue this as a mistake on our part and so make the change quickly without needing ANY votes or wait for user complaints and frustrations to be vented.

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  • Hi Robert,

    Thank you for the feedback! :)

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  • Has there been any update on this?

    I would find it very useful to be able to change the Project Status fields.

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  • ANY UPDATES ON THIS?

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  • Hello Everyone,

    No updates on this just yet. Thanks for all the great feedback and up-voting the post. This has been a request other users on our Community have made here. I would encourage you to vote for it there.

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