Step-by-Step Guide to Configuring Project Settings and Status in Your Dashboard

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Locate the "Settings" option highlighted in red.
• Click on "Settings" to proceed to the configuration settings.
• Ensure you are on the correct page before moving to "Project Settings."

STEP 2: Click on "Project Settings" to Access Configuration Options

• Navigate to the "Project Settings" section in the sidebar.
• Click on the "Project Settings" link to open the relevant settings page.
• Ensure you have the following fields ready to fill:
  • Company Name (*)
  • Company Phone (*)
  • Company Email (*)
  • Company Website (optional)
• Proceed to the next step by selecting "Project Status Settings."

STEP 3: Select "Project Status Settings"

• Click on Project Status Settings in the tab area.
• Ensure the Send Reminder option is checked if you want reminders.
• Choose who to send reminders to: Administrators, Project Members, or All.
• Fill in the Remind before field (mandatory) with the number of days.
• Click Save to apply your settings.

STEP 4: Select "Add Status"

• Click the Add Status button located at the top right of the Project Status Settings section.
• This action will prompt you to enter details for a new project status.
• Ensure you have the necessary information ready for the next step, such as the project name.

STEP 5: Enter "Project Name"

• Click on the highlighted area labeled "Name *" to input the project name.
• Ensure to fill in this field as it is mandatory (indicated by the asterisk).
• After entering the name, proceed to the next step by selecting "Label Color".

STEP 6: Select "Label Color"

• Click on the "Label Color" field (marked with an asterisk * for required input).
• A color picker dialog will appear; choose your desired color for the label.
• Ensure the selected color is appropriate for your project status.
• Proceed to the next step by selecting "Status."

STEP 7: Select "Status"

• Click on the Status option in the dialog.
• Ensure to fill in the required fields:
  • Name (marked with * for required).
  • Label Color (also marked with * for required).
• Choose between Active or Inactive for the status.

STEP 8: Click on "Save" to Finalize Project Status

• Ensure all required fields are filled:
  • Name (marked with *)
  • Label Color (marked with *)
  • Status (choose between Active or Inactive)
• Click the Save button to save your changes.