You can update an item's status in three ways. Pick the one that fits what you're doing.
Note: The statuses available in your account depend on your plan. On Core and Core Plus, you set Unspecified, Budgeted, Proposed, Approved, Rejected, and Installed yourself. On Core Plus, Ordered, Shipped, and Received update automatically from your purchase orders. On legacy plans (Solo, Studio, Firm, Enterprise, Spec Lite, Spec Pro), you choose from your company's statuses, including any custom statuses.
Change one status at a time
Click the status indicator in the lower-left corner of an item and select the new status.
Change multiple item statuses at once
Step 1: Select the items you want to update. See Selecting Items if you need a refresher.
Step 2: From the Bulk Actions menu in the action bar, choose Update Status. Pick the new status.
đĄ Bulk Actions requires a selection. If nothing is selected, the menu stays grayed out.
Change a status from inside an item
Open the item, click the status in the upper-right corner, and pick the new status from the dropdown.
Looking to update status dates instead?
Update Status only changes the status label (for example, Proposed or Approved). To bulk update status dates, like Estimated Install Date, Estimated Ship Date, or PO Submit Date, use Bulk Edit instead:
Select the items to update.
Go to Bulk Actions and choose Edit.
Scroll to the Dates & Status section.
Enter the dates you need, then click Save.