π°οΈ Est. Time: 5 minutes
π― Goal: Understand the difference between the statuses across Jobs, Items and Team Members within Streamtime, and how they can be used in the best way
π Requirements: Ability to access and create Jobs and Items, plus an understanding of Job building and how this works
What are statuses in Streamtime?
You've likely spotted our three statuses in Streamtime: In Play, Paused, and Complete. These statuses can be applied across your Jobs, Team Members and Items to help maximise your workflows, report on profit, and support your teams wellbeing.
This article will explain what they mean, how they fit into Streamtime's workflow, and where you'll see their impact.
The statuses
Statuses help you understand where you're at within a project, allowing 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 & your team are working on it. 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 and your team are focussed on current, ongoing work - but also allows you to Schedule To Do's as a placeholder to ensure you're not overbooking your team. Additionally, Paused tasks won't appear on team members' To Do lists so you can rest assured that they're only working on live projects. Think of it like 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 an Item or Job, marking it as finished. After an Item or Job reaches this status, it remains unchanged unless a team member's status is adjusted.
How do statuses on different levels relate to each other?
Streamtime gives you 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 to 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 approved, switch the Item to In Play, and your team members will align with the In Play status.
On both the Job and Phase levels, this 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 overarching status will reflect this.
For a collective status update across all Items and Team Members, a straightforward change in the Job or Phase status will do the trick.
π‘ Note: Items in the Completed status will not be affected by switching your Job between Paused and In Play.
How do I restore a Completed Job or Item?
To switch your Job from Completed to In Play, you'll have to change the status of a Team Member on an Item to In Play.
π‘ - by default, all new Jobs will be In Play on creation, so you can get straight to work.
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 also affect certain behaviours across Streamtime.
Paused Items and Jobs
When something is Paused, To Do's won't show up on your Team Member's To Do screen. However, on the Schedule, Paused To Do's are differentiated by a dashed line around the To Do.
π‘ - if you're not seeing Paused To Do's on your Schedule, you'll need to filter this in using a status filter.
But, if you create a To Do from your To Do screen from a Paused Item on a Job, then the status of the Team Member on that Item will automatically switch to In Play.
π‘ - if a Team Member is Paused on an Item within your Job, it won't show up in their To Do sidebar by default - but they can search for it and add a To Do manually that way.
What about Completed Items?
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.
How do the statuses appear in the To Do screen?
When creating a To Do in the To Do screen, the dropdown will sort items into:
My items (In Play Items the Team Member is assigned to)
My Paused Items
My Completed Items
Other Items (any Items on the Job the Team Member is not assigned to)
How do statuses impact other areas of Streamtime?
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.
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 looking to see Archived Jobs in your list, simply tweak the Job status filter and select Archived. 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.
How can I use statuses to support my workflow?
When planning a new opportunity, it's sometimes handy to set Jobs or Items to Pause until you get approval from your client. As you can apply statuses to individual Phases or Items, you can even use this to hold future stages of longer projects. Learn more on Paused Jobs and how they work here.
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.
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.