Status
Status is found on tasks, opportunities and projects. This page describes how status is calculated and what are all the status options.
Status options
Listed below are the general status options in MOAS and what they mean:
"Not started" - not started is the default status.
"In progress" - for items that are in progress.
"Complete" - for items that are completed (only applies to tasks and projects).
"Closed" - closed is for items that have been completed and you do not wish to view them in your task lists anymore. You will need to manually set an item as closed by selecting the option menu.
"Overdue" - for items that have not been completed and the current date is past the item's due date. This status will be automatically applied to the item.
Along with the above statuses, below are the status options available exclusively to Opportunities:
"Lost" - for opportunities that have been lost.
"Won" - for opportunities that have been won.
"Converted" - for opportunities that have been converted into projects.
Update status
To updated the status for a task or opportunity, select the status to cycle through all the available options. These are all the options listed above EXCEPT for: "Closed", "Converted" and "Overdue".
Overdue status will be automatically applied, closed and converted will need to be manually selected in the options menu.
Projects
Project status is calculated based on the completion of project tasks. If all project tasks are marked as "Not started", project status will be set to "Not started". If one or more tasks have been marked as "In progress" or "Complete" the project status will be marked as "In progress". If all project tasks are complete, project status will be marked as "Complete".
If a project has outstanding project tasks and the current date is passed the project due date, the project status will be marked as "Overdue".
Projects can be marked as closed the same as a task or opportunity, in the options menu.
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