🎥 Video Walkthrough:
👇 Watch this video to learn how to access, create, and customize job statuses:
What You’ll See in This Video
✅ Navigating to Job Status Settings
From the main menu, scroll down and tap the settings sprocket → then choose Company Settings → and select Job Statuses.
✅ Understanding Job Statuses
Only one job status can be active at a time per job. Your team will need to update statuses as jobs move through the workflow.
📌 Best Practice: Create a visual chart defining each status and distribute it to your team for consistency and clarity.
✅ Editing Existing Statuses
Click the edit button to change the name (e.g., “New” to “Brand New”)
Customize text and background color
Set cycle time (e.g., how long a job should remain in a status)
Toggle visibility on boards: Project, Focus, Collection, and Kanban
Use the Close Status toggle to archive completed jobs — removing them from active boards
✅ Creating a New Status (e.g., “On Hold”)
Add a status name like “On Hold”
Choose appropriate colors
Set optional cycle time
Decide whether it should display on boards
Do not mark as "closed" unless it should be archived when selected
✅ Deleting a Status
Click the red delete icon next to the status you wish to remove.
💡 Quick Tips
🗂 Closed statuses automatically archive jobs — they won’t appear on live lists or boards.
📋 Cycle time helps track how long jobs stay in a particular status (great for KPIs).
🧭 Tailor status names to your team's language — clarity helps everyone stay aligned.
📊 Use board visibility toggles to determine where each status appears (e.g., Focus or Collection Board).
📋 Frequently Asked Questions (FAQ)
Q: Can I rename statuses to match our company lingo?
A: Absolutely! Use terminology that resonates with your team — just remember to update your reference chart.
Q: What does the “Close Status” toggle do?
A: It removes the job from all active lists/boards, archiving it. The job can still be reopened later.
Q: What is cycle time used for?
A: It tracks how long a job remains in a status — helping you measure workflow efficiency.
Q: Can a job have multiple statuses?
A: No. Each job can only have one active status at a time.
🆘 Support
💡 Need help? Use our in-app Help system or reach out directly:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/