Manage Submittal Statuses

Managing submittal statuses is only an option for Pro members.

1. To start, select the Projects tab on the top menu.

2. This pulls up a list of your current projects. Select the project you want to edit.

3. In the Project Menu in left margin, click the Project Settings tab.

4. Making changes in this area only affects the settings for this particular project. If you want to make a change to this setting that will be used every time you create a new project, it will need to be made in the project template in the account settings. Next click the blue button Manage Statuses in the Submittal Statuses box.

5. This page shows your current submittal statuses and their settings. To create a new status, click the Add New Status button in the bottom left.

The following box pops up. Enter the name of the status in the first box. Click the arrow in the second box to get a choice of colors to attach to this status. The next two options lets you decide if you want to make it a competed status or a default status. A completed status cannot have any assignments or due dates. The default status will be the status of a new submittal unless you determine otherwise. Click Create Status when you are finished.

6. You can delete a status by clicking the red Delete button next to the status. If a status is currently assigned to a submittal, then that status cannot be deleted.
7. You can also edit an existing status by clicking the blue Edit button next to that status.

The same box from step 5 opens up and allows you change any option you had when you created the status. Click Save Status when you are done making your changes.