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# Working with statuses

Statuses show which phase a quotation, project, invoice, and so on is in. This helps you get a quick insight into the progress of that document.
The status and the colour linked to it give you a clear visualisation in the [overview](https://support.robaws.com/en/article/using-overview-screens-10zscoo/).  You can also [set up your own overview](https://support.robaws.com/en/article/working-with-tabs-in-the-overview-screen-1uez0cm/) based on a status.
On top of that, statuses are a good way to communicate between the different users within Robaws. They make working together more efficient and make it easier to set priorities.

**Example:** 
Within the **'quotations'** module, statuses make it clear at a glance which phase a quotation is in. For example: *draft* while you are still preparing the quotation, *sent* once it is with the customer, *approved* when the customer agrees and *lost* when the quotation does not go ahead. Every status gets its own colour, so that you immediately see how each quotation stands in the quotation overview.

## Creating statuses

You create a status via **Settings > module of your choice > statuses.**
Note that these are case sensitive if you want them to be changed automatically.
You can assign a colour to every status, which becomes visible in your overview.

The order of your statuses also determines the layout of the [kanban board](https://support.robaws.com/en/article/views-in-the-overview-screen-au7o3/): every status becomes a column, in that same order. If you drag a card there to another column, the status of that document changes along with it. If you later remove a status from the list, the documents that still carry it do not disappear — they are grouped together in an 'Other' column.

## Use

You assign a status in two ways: manually or automatically.

### Manually

On the record of a relation or document, you choose one or more statuses in the 'status' field. The matching colour is applied to the overview straight away.

| Do you work with a [template](https://support.robaws.com/en/article/creating-a-template-ze96ir/)? Then you already set a status in it. Every document you create from that template is given that status immediately.

### Automatically

Some modules and functions change the status by themselves after a particular action. For example, you can:

* give an invoice a status after it has been sent via Peppol;
* have a quotation changed automatically as soon as it has been invoiced or signed.

You set up these automatic status changes via **Settings > module of your choice > statuses** and via **Settings > module of your choice > email templates**.

If you want to go further, you can also include a status change in an [automation flow](https://support.robaws.com/en/article/robaws-automation-1n5kuwm/): the status then changes automatically after an action that you define yourself.