Statuses

Statuses, accessible under Settings > Site settings > Statuses, are used to sort and differentiate data across various modules such as quotes and pipeline, projects, tasks, calendar, purchase orders, and others.

This article will walk you through how statuses are used in Scoro and how to modify, create, delete, and use them.

1. Plan availability

There are different levels of what you can do with statuses based on your Scoro plan:

• Standard and Enterprise platforms: You can use and modify the system statuses and create up to 20 new statuses for each module (such as quotes, pipeline, projects, tasks, calendar, etc.). If you’ve maxed out the default 20 statuses but could use additional custom ones, purchase the Extra customization extra to get 10 additional statuses for each module. 
• Legacy plans:
  • Essential, Standard, Core, Growth: You can only use and modify the system statuses.
  • Pro, Ultimate, Performance, Enterprise: You can use and modify the system statuses and create up to 20 new statuses for each module (such as quotes, pipeline, projects, tasks, calendar, etc.). If you’ve maxed out the default 20 statuses but could use additional custom ones, you can buy the Extra statuses add-on to get an extra 10 statuses for each module per each add-on you purchase.

For more information on our pricing plans, see our Plans & Pricing page.

2. How statuses are used in Scoro

Statuses in Scoro help you sort and differentiate data across various modules such as quotes and pipeline, projects, tasks, calendar, purchase orders, and others, as well as custom modules you've created for your site.

Users with the Modify site settings permission enabled in their permission set can manage statuses under Settings > Site settings > Statuses. You can customize statuses for each module to organize your data exactly how you want and compile detailed reports.

What to know about statuses:

• Statuses can be customized for modules, but not for specific items within a module. For example, you can create custom statuses for the Projects module, but you can't create dedicated statuses that would be shown and used only in specific projects. In this case, add all the statuses for the Project module your site users would use across different projects.
• Calendar statuses come into play when you’ve integrated external calendars with Scoro to map the statuses between the two platforms.

3. Modifying statuses

There are status details available for all module statuses, as well as module-specific status details.

Details that are available for all module statuses:

• In use - tick this checkbox to enable the status.
• Status name – enter a distinctive name for the status.
• Explanation – the explanations are available for system statuses only and cannot be modified. Explanations cannot be added for custom statuses.
• Color – select a color for each status to make it easy to recognize items with different statuses at a glance.
• In active list:
  • In various list views in Scoro, such as the quote list and others, you can filter only active items in the Status filter. By default, most lists in the modules in Scoro show only active items.
    
  • All statuses with the In active list checkbox ticked will be considered when filtering the active items in the list view. For example, you can include only a few statuses  in active list, and they will be displayed when selecting this filter.
    

Details that are available for specific modules only:

• For quote and pipeline statuses:
  • Probability - define the closing probability rate for each status or, in other words, each stage in your pipeline.
  • Expires in - enter the number of days before the quote is shown as expired if its status doesn't change. Below is an example of a quote that has expired:
    
  • Successful - quotes with statuses that have the Successful checkbox ticked are displayed in the pipeline, media plan, accounting objects’ report, the project summary table, and the Quoted vs Actual table. Only successful quotes are taken into account when creating a project budget based on quotes because you may issue several quotes to the client, but only some of them get confirmed.
    
• For order statuses:
  • Successful – enable this checkbox for those order statuses that should be displayed in the supplier report.
    

To change the order of statuses, just drag and drop them in the correct place. Their order will also change in other views, for example, the status columns in the Pipeline, when changing the order of statuses for quotes.

4. Adding new statuses

With the Pro and Ultimate plans, you can customize the system statuses and create up to 20 new statuses for each module. 

To add a new status:

1. Select the module for which you’ll add the new status.
2. Click the + Add another button.
3. Customize the details of the new status as described above.
4. Click Save.

If you’ve maxed out the default 20 statuses but could use additional custom ones, you can buy the Extra statuses add-on to get an extra 10 statuses for each module per each add-on you purchase.

5. Using statuses in various views in Scoro

5.1. Using the Status filter

The Status filter is available in various modules and views in Scoro. 

For example, in the quotes list view, you can filter the quotes by different statuses or by selecting active, inactive, or successful quotes. 

In the project list view, you can filter the projects by different statuses or by selecting only active projects.

5.2. Sorting the list view by status

You can sort the list view by clicking on the Status column name.

5.3. Changing item statuses in list views

Some list views in Scoro allow you to change the status of the item straight from the list view, without requiring you to open the modify view.

For example, to change a quote's status, you can simply click on the status of the quote line and select a different one.

6. Deleting statuses

To deactivate a status, disable its checkbox under the In use column.

To delete a status:

1. Hover over the status you want to delete
2. Click the trash bin icon on the right side of the status line and confirm the deletion.

Some of the default system statuses are greyed out and cannot be deleted.