Can I add a new Status
Quick answers to help you get the most out of Engager
No. Job statuses can't be edited, renamed or added to.
We have multiple options to help you track and monitor your live jobs. We've built these based on experience and what most people want, but there will be times when you'd like to edit Status, or build your own.
Right now, this isn't possible as they're hard-coded into our system, and impact multiple areas of the platform, such as filters and global auto reminders.
The statuses available
There are 14 statuses: Request records, Awaiting records, Part records received, Records received, In progress, Help needed, Queries sent, In review, Review complete, Sent to client, Awaiting signature, Awaiting payment, Ready to file and Filed.
Use a phase instead
We'd recommend adjusting internal terminologies slightly, or simply adding a new PHASE, to represent what you want. Add phases in Settings > Jobs > Services: edit the service, then under Phases select + add phase here.
A great example of this used to be 'Awaiting Payment' from the client, which many people wanted as a Status. Awaiting payment is now a built-in status, and you can still pair it with phases as a workaround.
For example, add 2 phases: 1 to invoice client, 1 to confirm receipt of payment. So rather than a new status, you can use a phase. Each phase also has Update status on completion to:, so completing the "Invoice client" phase can move the job to Awaiting payment.

Find out more in Status updates on phase completion.
This should help you as a workaround.