Roll has a fabulous feature that allows you to customise Roll to the workflow in your business. We call this "Custom project statuses".
Your Roll account will come with some generic project statuses pre-loaded. It is recommended that you change these to suit the workflow in your business. You're able to customise the project statuses under "Pipeline", "In Progress" and "Completed".
For example, the workflow for confirmed projects "In Progress" in a digital agency/ web development company may look like the below:
- Design concepts
- Full website design
- Testing and QA.
On top of that there may be statuses needed for other types of work e.g.
- Social Media
- Google Adwords
- Retainer work
With project statuses you can set all of the above up under "In Progress". When you click on a status, it will show you all the projects in "Development" or "Retainers" etc. You get the idea.
For more information on this excellent way to customise Roll to your business, see our YouTube video below.
Updated less than a minute ago