Project Workflow and Status
Review a project's progress, advance it to the next step, and manage its customer, partner, and rental details.
Tapping a project on the projects list opens its detail screen. The screen title shows the project's name (or, if it has none, its project type), followed by the customer name and a short project number, when available — long, GUID-like identifiers are hidden rather than shown in full. Tap the refresh icon in the top-right corner at any time to reload the project from the server.
[Screenshot: The Project detail screen showing the workflow progress bar across the top, a Project Information card and Go to next step card on the left, and Customer / Partner cards on the right]
Workflow progress bar
Across the top of the screen, a horizontal progress bar shows every step in the project's workflow, in order.
The steps that appear, their names, and how many there are, are configured per project type by your administrator — they are not the same for every project. A rental project's steps will differ from another project type's steps.
| State | Appearance | Meaning |
|---|---|---|
| Completed | Green circle with a checkmark | The step has an actual completion date recorded |
| Current | Accent-coloured circle, bold label | The step the project is on right now |
| Upcoming | Grey circle | A step that has not been reached |
On narrower screens the same steps are shown as a wrapped row of pills instead of a connected bar.
A step only counts as completed once it has actually been finished. If the project's path skipped a branch (for example, a "returned with a fault" path instead of "returned OK"), the skipped branch stays upcoming rather than being marked done.
Project Information card
This card lists the project's core details:
| Field | Description |
|---|---|
| Created | When the project was created |
| Modified | When it was last changed (shown only if later than Created) |
| Project name | The project's name, if set |
| Project number | The project's number, if set |
| Project type | The configured project type, e.g. a rental type |
| Main store | The store the project belongs to |
| Customer | The customer attached to the project |
| Current status | A colour-coded badge — see Status colours for what each colour means |
Advancing the project
If the current step has one or more allowed next steps, a Go to next step card appears with:
- The current step, shown as a highlighted chip
- An optional Comment field for a note to attach to the change
- One button per allowed next step, labelled with that step's name
Tap a step's button to open a preview dialog before anything happens:
| Dialog element | Content |
|---|---|
| Move to | The target step, shown as a chip |
| Action list | Every action configured to run on that step transition, or "No actions will run." if none are configured |
| Send notifications | Shown as an extra line only if the target step is configured to notify anyone |
| Cancel / Confirm | Cancel closes the dialog with no change; Confirm applies the move and runs the listed actions |
Review the action list before confirming — advancing a project runs those actions immediately and cannot be undone from the app.
If the current step has no allowed next steps, the card instead shows the current step with a green Complete indicator and no buttons — the workflow has reached its end for this project.
Customer and Partner
Non-rental projects show a Customer card and a Partner card side by side (or stacked on narrow screens). For rental projects, these two cards live under the General tab — see Rental projects below.
Customer card
When a customer is attached, the card shows their Name, Phone, Email, and customer Number, plus:
- Open customer — opens the customer's own detail page
- Change — opens the customer search dialog to attach a different customer
If no customer is attached, the card shows No customer and a Select customer button that opens the same search dialog.
Partner card
Works the same way as the Customer card, with Open partner and Change / Select partner buttons. A partner must be a business (B2B) customer — the search dialog used here is restricted to business customers only.
Rental projects
The Rental tab, and everything described in this section, only appears when the project's type is a rental project.
Rental projects group their content into two tabs instead of showing everything flat:
| Tab | Contents |
|---|---|
| Rental | Rental info, rental products, and the linked order (in that order) |
| General | The Customer and Partner cards described above |
[Screenshot: The Project detail screen for a rental project, showing the Rental tab selected with rental period, a rental product with an editable withheld deposit field, and an Open order button]
The Rental tab shows:
- Rental info — the rental period (Rental from / Rental to), the Number of days (a whole-day count), the combined Daily rate across all rented products, and the Total (daily rate × number of days)
- Rental products — one entry per rented SKU, each showing its name, SKU, its own rental period and daily rate, and an editable Withheld deposit field
- Order — shown only when the project has a linked order: the Order id and an Open order button that opens the order in Order Detail
Withheld deposit
Each rental product's Withheld deposit field lets staff record how much of that product's deposit to keep back — for example to cover damage — instead of refunding it in full. The value is clamped between 0 and that product's total deposit amount, shown as withheld / total.
The amounts entered here are only sent to the server when you advance the project to a return step (a step configured to refund the rental deposit); advancing to any other step does not touch the withheld amounts.
For the full rental workflow — creating a rental project, adding rental products, and processing returns — see Managing Rental Projects.