How do I manage statuses?

Overview

Status options represent the progress of objectives and activities.

Accessing Statuses

1. Go to the Improvement Plan from the main menu on the left.

2. Once the page loads, click the Cog Icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click Status.

Adding a Status

1. Click Add Item.

2. Enter the Title of the status.

3. Enter the Start Date.

4. Enter the End Date.

5. Click Add.

Editing a Status

1. Click the edit (pencil) icon next to the status you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Archiving a Status

1. Edit the status.

2. Toggle the Active slider to off.

3. Click Save.

Restoring a Status

1. Edit the status from the list.

2. Toggle the Active slider to on.

3. Click Save.