Keep track of why your company is winning or losing projects/candidates.

Status reasons are used to be able to track why the status of a certain entity was changed.

In Administration, you can define status reasons for your project or your candidates that the users later can opt to choose from when changing the status for an entity.

To Add your Status reasons,

  1. Go to Administration -> Process and the tab Status reasons and click the plus sign

2. Add the:

  • Title: Add a title for your reason, why do you usually win a project? Add a reason.

  • Type: Choose the type for this reason, in this case, Project

  • Status: Add a Status for this reason, in this case, won

  • Description: Add a Description for this reason.

When users, later on, drag a project in the pipe to for example won, the users will view a pop-up window for all status reasons that are set as won for projects in administration and can choose from the different reasons to add for this project.

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