Overview
Status columns are the customisable stages on the Workflow page that sales orders move through as work progresses. Each column shows the orders currently in that status, with controls to configure colour, notifications, and summaries.
👥 Access permissions
Only users with permission to access Workflow can view the page. Review user roles before granting access.
📍 Location in the app
Productivity>Workflow
Status column header
Each status column displays:
Status column name
Number of jobs under the status
⋮ (more options) menu for column-level actions
📝 Note
The Submitted column is the primary column. It cannot be renamed, deleted, or have notifications enabled.
Adding a status column
Add as many status columns as needed to match the stages of the shop's workflow.
Click
Add status column.Enter the column name and click
Add.
Rename a status column
Click the column name to edit it.
Click anywhere outside the column name field to save.
⋮ (more options) menu
Each status column has a ⋮ (more options) menu for configuring colour, notifications, summaries, and deletion.
Status colour
Click the ⋮ (more options) menu next to the status column.
Select
Status colour.Choose from preset colours, enter a HEX code, or drag the cursor to set a custom colour.
Click
Save.
Notifications
Enable email or SMS notifications to be sent to the contact assigned to a job when its status moves into this column.
To enable a notification type:
Toggle Email on.
Toggle SMS on.
📝 Note
Additional notification setup is available in Workflow Settings. Settings configured there override the per-column notification configuration.
Summaries
See Workflow Column Summaries for information about column-level metrics.
Delete
Click the ⋮ (more options) menu next to the column.
Select
Delete.Confirm the deletion in the pop-up.
✋ Warning
Deleting a column removes all the jobs in that column from their current status. The orders return to the default Submitted column.