📌 Understanding the Grid
The grid on this page works like a matrix:
- Rows → Project Categories (e.g., Construction, Testing, Customer)
- Columns (under “Status”) → Project Statuses (e.g., Not Started, In Progress, Passed, Done)
- Checkbox → Links a category to a specific status
You can nest categories in a tree structure, allowing you to group them hierarchically.
➕ Creating a New Category
- Click + Category at the top.
- Fill in:
- Name → The title of your category.
- Description → Short explanation of the category purpose.
- Sorting → Number to decide where it appears in the list.
- Press Save and Close.
🎨 Creating a New Status
- Click + Status at the top.
- Fill in:
- Name → Status name (e.g., "In Progress").
- Description → Brief note on when to use this status.
- Sorting → Number for display order.
- Choose a background color for easy visual recognition.
- Press Save and Close.
🔗 Linking Categories to Statuses
- Find the category row.
- Tick the checkbox under the relevant status column.
- A category can be linked to multiple statuses, allowing flexible workflows.
📋 Example Status List
| Status | Description |
|---|
| Not Started | The project or category task has not yet been initiated. |
| In Progress | Work is currently underway. |
| Passed | Quality checks or approval steps have been completed successfully. |
| Done | The work is fully completed and no further action is needed. |
❓ FAQ
Q: Can I delete a category or status?
Yes, but ensure no active projects rely on them to avoid breaking workflows.
Q: Can a status be shared between multiple categories?
Absolutely. That’s the purpose of linking via the checkbox grid.
Q: How do I reorder categories or statuses?
Use the Sorting number field to control their display order.
