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Define File Statuses in a Project Template
Define File Statuses in a Project Template

This article helps you understand how to define and manage file statuses in your project templates.

Updated over 2 weeks ago

Pre-requisites:

Permission as mentioned below, on the project template in which file statuses are to be defined:

  • To manage the project template, 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.

Below are the steps to define file statuses in a project template:

1. In the 'Projects' area, navigate to the project template where file statuses need to be defined.

2. Right-click on the required project template and select 'Edit' then select 'File Statuses'.

Alternately, in the thumb view, do a mouse hover on the project template thumbnail and click the icon. A layered page opens. Click on 'File Statuses'.

3. Follow the steps as required to manage file statuses in a project (See step 3 to step 15).



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