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How to Change the Status of a Project in Britixo?
Introduction
In Britixo practice management software, every project is linked to a status that reflects its stage in the workflow. Updating a project’s status is essential for keeping your team aligned and clients informed. Whether a project is in planning, in progress, on hold, or completed, Britixo allows you to quickly update the status with just a few clicks.
Step 1: Access the Projects Section
From the left-hand navigation panel, click on Projects .
You will see a list of all existing projects, including their current status, deadlines, and assigned members.
Step 2: Open the Project Details
Locate the project you want to update in the project list.
Click on the project name to open its detailed view.
The project overview will display all details including progress, tasks, files, discussions, and current status.
Step 3: Change the Project Status
In the Project Details panel , find the Status dropdown menu .
Click on the dropdown to view available statuses, such as:
In Progress
On Hold
Cancelled
Completed
Select the new status that matches the project’s progress.
Click Save or wait for Britixo to auto-update the change.
Step 4: Notify Team and Clients (Automatic Emails)
When the project status is updated, Britixo can automatically send email notifications to assigned staff and the client linked to the project.
This ensures everyone stays informed about important project updates.
Check your email templates under settings to customise these messages if required.
Step 5: Review the Updated Status
Return to the Projects list .
The updated status will now be visible in the Status column .
This helps you and your team filter projects by their current stage for better project tracking.
Pro Tips
Use statuses consistently to improve reporting and clarity.
Combine status updates with task progress for a complete view of workload.
Move projects to Completed once all tasks, invoices, and discussions are finalised to keep records clean.
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- How to Set Up Email Templates & Email Branding in Britixo
- How to Set Up Your Branding and PDF Templates in Britixo
- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
- Uploading and Sharing Project Files in Britixo CRM
- Using Project Discussions to Collaborate in Britixo
- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Filter Projects by Status or Assignee
- How to Change the Status of a Project
- How to Track the Activity of a User in Britixo
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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