Priorities and statuses used in my organisation

Within the Finalcad Live Manager platform, you are able to add default settings. This way, each new project that is created will have the same priorities and statuses for each event. 

Default priorities and statuses are already defined by Finalcad. You can edit them by following these steps.

Default statuses

In your organisation, 

1. Select the < Admin > page, then < Default settings >, then < Status >.
2. Select < Start > or the < + > icon to open the window to create a new status.
3. Select the module concerned. In this case, < Events > is selected.
4. Enter the name of the status and the associated language.
5. Select < Add language > to add translations. 
6. Activate < Default status > to assign this status directly to any new event created.
7. < Select a colour > to use for this status.
8. Confirm by selecting < Add >.
9. Don’t forget to < Publish > your changes before leaving the page.
10. Otherwise, an error message will appear.

Default priorities

In your organisation, 

1. Select the < Admin > page, then < Default settings >, then < Priority >.
2. Select < Start > or the < + > icon to open the window to create a new priority. 
3. Select the module concerned, either < Events > or < Processes >.
4. Enter the name of the priority and the associated language.
5. Select < Add language > to add translations. 
6. Activate < Default priorities > to directly assign this priority to any new event created.
7. Select an icon for this priority.
8. Select a colour to use for this priority.
9. Confirm by selecting < Add >.
10. Don’t forget to < Publish > your changes before leaving the page.
11. Otherwise, an error message will appear.

To proceed:

• Managing users in my organisation
• Activities on my projects and events in my organisation
• Creating a new project