Options & Groups
Edit the dropdown lists used across your workspace and set up reviewer groups for quick assignment.
Options
Open Settings → Options (admins only). Pick a kind on the left, then add, reorder, recolour or rename its options.
Workspace > Options
Project
Project Status
Project Category
Project Priority
Issue
Issue Type
Root Cause
Responsible Party
Estimation
Cost Type
Change Order
Change Order Type
CRM
Tender Stage
Tender Category
Invoice
Invoice Status
Tender Stage
Stages a tender moves through in your sales funnel.
- 1Kinds · grouped by domain
- 2Title and description
- 3Add an option
- 4Drag handle · reorder
- 5Colour swatch · 9 colours
- 6Bucket type · drives kanban columns
Press Enter to save a label, Esc to cancel. Deleting an option keeps it on existing records, but they lose its colour and label until you add it back. Issue Type, Root Cause and Responsible Party feed the NCP fields on the Issues page.
Groups
Open Settings → Groups. A group bundles members and external contacts so you can assign reviewers to expenses, submittals and more in one go.
Workspace > Groups
AddCreate Group
Name *
Finance approvers
Description
Reviews expenses and invoices
Members
- 1Add · new group
- 2Group card
- 3Members · avatars and count
- 4Card menu · Edit · Delete
- 5Member chips
- 6Search · role badges
Deleting a group from its menu is immediate. Use Edit to change its name, description or members.