Category Statuses

Status Options is located within your Taskflow Admin tab under Configuration. Status options allows you to add custom statuses into your Practice ERP. You also have the ability to inactive Taskflow Statuses in here (NOTE: Be sure to run a report against that status before inactivating it, otherwise you will see projects disappear).

Under the Taskflow Admin tab under Configuration you will find the Project Statuses. Here is where you can decide which Project Categories you want to assign your Taskflow statuses too and how a Taskflow Project will flow through Practice ERP.