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Manage project progress with states

Pro

Project States allows you to track the overall progress of your projects. With this tool, you can categorize projects into different states, helping you quickly identify which projects need attention and which are on track.

This feature provides a central view of all projects in your workspace, making it easier to manage priorities and understand progress.

Enable Project States​

Role: Workspace Admins

  1. Navigate to Workspace Settings > Project States. Enable Project States

  2. Toggle the switch to turn on the feature.

  3. There are default project state groups:

    • Draft
    • Planning
    • Execution
    • Monitoring
    • Completed
    • Cancelled

    Add or modify Project States

  4. Modify state

    1. Click the pencil icon to edit the default state name and description.
    2. Click Update to save changes.

  5. Add new state

    1. Use the + button to add a new state.
    2. Provide a name and description for the new state.
    3. Click Create.

You’ll be able to apply these states to all projects in your workspace and begin tracking their progress.

Modify Project properties​

  1. Navigate to Projects on the sidebar. Add or modify Project States

  2. In each project card, you'll see a bunch of project properties.

    • State: Set the project state.
    • Priority: Highlight high-priority projects.
    • Lead: Assign or change the project lead.
    • Members: Update the team members working on the project.
    • Start and end Dates: Add or adjust timelines.

Why use Project States?​

  • Stay organized
    Group projects based on their current stage, making it easier to prioritize and plan.
  • Quick overview
    Gain a snapshot of all projects from a single view.
  • Customizable workflow
    Adapt states to fit your team’s unique processes.