You've likely spotted those three statuses in Streamtime: In play, paused, and complete. This article will explain what they are, how they fit into Streamtime's workflow and where you'll see their impact.
π The statuses
Statuses help you understand where you're at within a project, allow you to keep things tidy and pull smarter insights. Each status has its own colour which gives you a visual indicator on the job, item, timeline or Schedule views.
To give you flexibility, statuses can be applied at a team member, item or job level. They can also be applied individually or all at once.
π In play
In play means the team member, item, or job is actively underway. These jobs are the ones you'll primarily see on the schedule and they'll also pop up in your To Do sidebar.
π Paused
Caught up waiting for materials or approval? We understand. Paused simply means it's on standby. It's ideal for those segments of a job you're not logging time towards or when a team member isn't set to start work. This ensures your schedule remains clutter-free. Additionally, Paused tasks won't appear on team members' To Do lists. Think of it as hitting the snooze button on those items for a moment.
π Complete
The Complete status indicates that team members have wrapped up their tasks for that item, marking it as finished. After an item reaches this status, it remains unchanged unless a team member's status is adjusted.
ππΏββοΈ How do statuses on different levels relate to each other?
You have the flexibility to adjust the status of team members on an item on an individual basis. The status of the item then aligns with the statuses of the assigned team members.
If just one team member is in play, the item takes on the same in play status, regardless of the status of other team members.
However, if all are Paused or Complete, the item will mirror that.
If you're looking to update the status of all team members on an item in one go, simply adjust the item's status. This change will automatically apply to all assigned team members.
Say, for instance, you've sent out a quote for approval and have assigned team members with their respective hours. If you prefer, they hold off until the quote gets the green light, hit pause on the item. This ensures all team members shift to paused. Once your quote is stamped with approval, switch the item to in play, and voila, your team members will align with the in play status.
On both the job and phase levels, the principle holds true. Much like individual items, the status of a job or phase is shaped by the status of its components. If any part of the job or phase is in play, then the broader job follows that status.
For a collective status update across all items and team members, a straightforward change in the job or phase status will do the trick.
To bring a job or phase out of complete, however, you'll have to change the status of a team member on an item to in play.
By default, all new jobs will be in play on creation, so you can get straight to work.
π€·ββοΈ How do statuses change team member, item or job behaviour?
Statuses are more than an indicator to show where a team member, item or job is at. They do affect certain behaviours.
When something is paused, To Do's won't show up on a team member's To Do screen.
On the Schedule, paused To Do's are differentiated by a dashed line around the To Do.
But, if you create a To Do from your To Do screen or from a job on a paused item, the status of the team member on the item will switch to in play.
If a team member is paused on an item, it won't show up in their To Do sidebar.
When an item is complete, you must change the status of a team member to activate it again from the job page. You can do this by manually changing their status or by adding a To Do for a team member on the completed item.
When creating a To Do, the dropdown will sort items into:
My items (in play items a team member is assigned to)
My paused items
My completed items
Other items (anything the team member is not assigned to)
The statuses of a job also determine whether they appear by default in the schedule or jobs list:
Only in play jobs will appear in the Schedule
Paused and in play jobs in the jobs list
To see completed or archived jobs, simply add a filter in either of these areas. See more about filters here.
π Archiving jobs
Have a completed job that you'd like to set aside but not lose entirely? Archive it. This practice ensures your jobs list remains tidy without losing any important data.
When you're on the hunt for archived jobs in your list, simply tweak the job status filter and select archived. And if you want to make changes to an archived job, you'll first have to restore it. For a deeper dive into archiving jobs, click here.
π How do I best use statuses in my workflow?
In planning mode, it's handy to set jobs or items to pause. This is perfect for those tentative bookings when we're awaiting the nod of approval. As you can apply statuses to individual phases or items, you can even use this to hold future stages of longer projects.
Once work is complete, marking items, or team members assigned to items, as complete helps give you a clear picture of where you're at.
π’ How do statuses impact profit margins?
If you're a numbers person; by efficiently using statuses, Streamtime's confidence in the calculations increases. This means we can offer a more precise forecast of our projected profit. Read more here.