Job Statuses
Job Status
Job Status indicates the stage a job is at — from planning through to completion or cancellation. It helps everyone in your organisation quickly understand a job’s lifecycle.
What is Job Status used for?
- Shows the overall stage of the job (not the current activity — use the 🗓️ Visual Planner for that)
- Used in reports and job lists to track progress
- Customisable to suit your organisation’s workflow
- Assigned per Job Type — different Job Types can have different Job Statuses
- Visual indicators — colours help differentiate statuses in the job worklist
Customising Job Status
Navigate to:
File > Configuration > Jobs > Job Statuses
Here, you can:
- Add new statuses
- Rename or colour-code existing ones
- Group statuses (e.g. Proposed, Live, Completed)
- Attach statuses to specific Job Types
💡 Tip: You can create specific workflow statuses like Ready to Bill, Waiting for Client, etc.
Default Job Status Definitions
| Status | Definition |
|---|---|
| Proposed | The job has not yet been approved. You may record initial costs, but it must be made Live to raise invoices. If unapproved, change status to Cancelled. |
| Live | Work is underway. Invoices and costs can be recorded. This is the main working status. |
| On Hold | Work is paused at the client’s request or due to delays. You can still enter costs and raise invoices. |
| Cancelled | The job did not proceed — e.g. lost pitch or unapproved proposal. Usually not invoiced. |
| Complete | All tasks are complete. Final invoice may be raised, but some purchase orders may still be open. Not yet Dead. |
| Dead | Final stage. Job is fully invoiced and closed. Costs can no longer be added (based on user permissions). |
Status Groups and Customisation
You can group and create your own statuses:
Example 1:
Create “Ready to Bill” within the Live group to help accounts identify billable jobs.
Example 2:
Expand Proposed to include:
- Waiting on Client Approval
- With Creative Team
Each status can be colour-coded for quick reference in the Jobs Worklist.
Linking Job Types and Job Statuses
You can control which statuses apply to which Job Types.
Example:
The status “Ready to Bill” doesn’t apply to the Client Forecast job type.
If linked correctly, users won’t see that status when creating that job type.
⚠️ Be careful to only assign relevant statuses to avoid confusion.
Organise training or need more help
Please contact support 02 8115 8090 or email support@jobbag.com