Simple overview of record flow: Understanding record statuses in Boost.space system
Throughout the Boost.space system, record statuses work on a very similar concept.
Statuses by moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more
Each moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more contains basic, predefined record statuses that have related actions bound to them. The names and functions of the statuses vary depending on which moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more the record is in and consequently what statuses are set in the spaceModule subunit. Thanks to it, the Boost.space system remains clear even with large amounts of data. read more.
Examples of predefined statuses
- Tasks module – Active | Work in progress | Done | Archive
- ModuleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more Orders – Active | Cancelled | Done | Archive
- Purchases module – Created | Cancelled | Confirmed | Deposit paid | Paid | Received | Sorted
- Offers moduleAn application or tool inside the Boost.space system. Whole system is build on modularity. read more – Active | Lost | Won | Archive
Adding a subcategory to a status
The basic statuses introduced in the previous section always remain the same, but you can add a subcategory to each status for a more detailed overview of the record’s progress. Status subcategories are set up for each spaceModule subunit. Thanks to it, the Boost.space system remains clear even with large amounts of data. read more separately.
Examples of subcategories for status:
- status Work in progress for the task – Draft | Sent for review | Confirmed | Rejected
- status Active in a business opportunity – Lead | Initial meeting | Making an offer | Negotiation
It is possible to add and remove statuses in the settings of a specific spaceModule subunit. Thanks to it, the Boost.space system remains clear even with large amounts of data. read more, which is displayed after clicking on the pencil icon.
