Create New Status Category
CLM enables you to create new status categories to manage corresponding statuses under a category. Status categories are displayed on the dashboard.
To add a new status category:
- Click Contracts > Status, and click Add New.
- Enter a Name for the Status Category. For Example, In Review or Approved.
- Click Change Color and select color to distinguish each status category.
- List of Statuses displays statuses that are added to the status category. Click on a status to update details.
- Select Sort to organize the display order of the status categories. The status categories appear is the selected order on the dashboard.