- Begin in the Settings area.
- Click on Job Statuses.
- Job Statuses are organized into 6 categories:
- Draft*
- Active*
- Cancelled
- Pause
- Expired
- Filled*
*These stages are locked within the system.
- The User may create up to 5 Substatuses within each unlocked category.
- Click the Cog icon on the left to enter the Advanced Edit Mode to create new Substatuses, edit existing Substatuses, and select/deselect Substatuses for use in each stage category.
- Select/deselect to include/remove the Category Name as a stage option.
- Within Advanced Edit Mode, use the + to Create New Substatus(es).
- Drag and drop to organize the new Substatuses into the proper order within the Category.
- Click SAVE SUBSTATUSES to save the changes.
- The newly created Substatuses will be visible in the Job Statuses view.
- Use the Status Setup Preview dropdown to see an example of the stage order.
- The newly modified Job Statuses will be visible in the Job Details as well as in all Status filters.
