Status

We talk a lot about the ‘single point of truth’ in your tasks and projects. ‘Status’ tells you the single point of truth about any resource at any given moment.

Each condition, task, phase, key date, and project has a status. Status is indicated by an icon next to the title of that resource, which will tell you whether your resource is ahead or behind, complete or incomplete, and open or closed.

Each resource has a different set of rules on how it uses these variables to determine status.

Condition Status

• Complete or Incomplete: a condition is complete if action has been taken directly on the condition to meet it’s requirements – such as a document uploaded, a question answered, a date entered etc.
• Open or Closed: a condition is open by default, and the condition is closed once it has been completed OR once it has been dismissed.
• Ahead or Behind: a condition cannot be ahead or behind, despite the fact its parent task can be ahead or behind.

Task Status

• Complete or Incomplete: Tasks are complete once all of their child conditions have been completed
• Open or Closed: Tasks are open by default, and are closed when they have been manually closed with the button on the task page.
• Ahead or Behind: A task is ahead if it’s scheduled finish date is in the future; a task is behind when it has exceeded its length, and therefore its scheduled ‘end date’ is in the past.

Phase Status

• Complete or Incomplete: A phase is incomplete when any of it’s child tasks are incomplete; a phase is closed when all child tasks have been completed
• Open or Closed: A phase is considered closed when all child tasks have been closed. Phases have no direct action to close.
• Ahead or Behind: Any child tasks are behind

Key Date Status

• Complete or Incomplete: A key date status is considered complete once all child tasks in its critical path have been completed
• Open or Closed: A key date status is considered closed once all child tasks in its critical path have been closed.
• Ahead or Behind: Key date status is considered ‘ahead’ if the date is in the future and the tasks in the critical path are on track to be closed before the key date. The key date status is considered behind either a) if the date is in the past but there are still open tasks on its critical path, or b) if the date is in the future but the tasks on the critical path are scheduled to be closed after the date.

Project Status

• Complete or Incomplete: A project is complete when all child tasks (and implicitly, phases) have been completed.
• Ahead or Behind: A project is ahead when all of its child tasks are ahead; a project is behind when any child tasks are behind.
• Open or Closed (Archived): Projects are open by default, and are closed when they have been manually closed with the ‘archive’ button in the project toolbar (‘closed’ projects are referred to as ‘archived’).

Status Icons and Colours Reference Chart

	Condition Incomplete & Open
	Condition Dismissed
	Task Incomplete, Open & Ahead Phase Incomplete, Open & Ahead Key Date Incomplete, Open & Ahead Project Incomplete, Open & Ahead
	Task Complete, Open & Ahead Phase Complete, Open & Ahead Key Date Complete, Open & Ahead Project Complete, Open & Ahead
	Task Incomplete, Open & Behind Phase Incomplete, Open & Behind Key Date Incomplete, Open & Behind Project Incomplete, Open & Behind
	Task Complete, Open & Behind Phase Complete, Open & Behind Key Date Complete, Open & Behind Project Complete, Open & Behind
	Condition Complete & Closed Task Complete & Closed Phase Complete & Closed Key Date Complete & Closed Project Complete & Closed
	Task Incomplete & Closed Phase Incomplete & Closed Key Date Incomplete & Closed
	Archived Project: Condition Incomplete & Open Archived Project: Task Incomplete & Open Archived Project: Phase Incomplete & Open
	Archived Project: Condition Complete & Closed Archived Project: Task Complete & Closed Archived Project: Phase Complete & Closed Project Complete & Closed (Archived)
	Archived Project: Task Incomplete & Closed Archived Project: Phase Incomplete & Closed Project Incomplete & Closed (Archived)