Understanding and Managing Project Status
Learn the definition of Project Status and discover the key places to view or update it in the Filio Web App.
What is a Project Status?
A Project Status in the Filio Web App defines a project’s current phase, such as Active, On Hold, Closed, or Archived. It helps you and your team track whether a project is ongoing, paused, completed, or inaccessible. [Learn more about each Project Status →]
View Project Status on the Projects Page
Each project on the Projects Page displays its status (e.g., Active, Internal, Closed), providing a quick overview of all projects at a glance.
Update Project Status During Editing
Select a project and click Settings (next to action icons). Change the status (e.g., from Active to On Hold) as needed.
Set Project Status During Project Creation
During project creation, choose a Project Status in the first step. Select statuses like Opportunity for projects in negotiation or Active for ongoing ones.
Set Project Status in Default Project Templates
When creating a Default Project template, select a Project Status in the Organize step. New projects created from the template inherit this status automatically.
Tips and Warnings
- Use Active for ongoing projects and Opportunity for projects in negotiation.
- Set On Hold for temporary pauses and Closed or Archived for completed projects.
- Use Archived to remove access while keeping records with Closed.
- Changing a project’s status may restrict access for users, groups, or external links.
Always verify status changes to avoid unintended access issues.
Manage Your Project Status in the Filio Web App Today
