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How Do I Update Project Status in Opportunity Phase?

Keep project statuses regularly updated so RiffleCM can accurately track progress.

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Written by Ariel Tirosh

Quickest: Dragging in Board View

The fastest way is the Board view: just drag a project card from one column to the next.

Alternatively, you can use the quick actions of the bottom of all project cards in the Board view.


Using the Quick Actions on the List View

Use the quick actions on the far right of a project row. When you press one of these icons, you'll be asked to confirm the action.


Use the Actions Bar on Project Details Pages

When you press one of these icons, the project's status will be updated. You'll be asked to confirm the action.

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