Activity statuses let you track the state of job activities and appointments. They also allow you to control how JobTracker will treat these activities.
To add a new status:
- Go to Job > Edit Settings.
- Scroll down to the Activity Statuses section and click on the New Activity Status button.
- Type in a Name, select a Type and complete the other fields if desired.
- Abbreviation - if entered, appears on the Jobs page next to the activity date
- Color - used for the text on the activity
- Confirm Time Changes - user will be asked to confirm time changes to an activity
- Use For Appointments - status will be available for use on appointments
- Evaluate any views or reports that may need to be updated to include or exclude your new activity status.