You can choose how your Practice workflow statuses update automatically from Status settings. To make changes, go to Practice settings from the main menu, and select “Workflow statuses”.

The first option you have is to define what happens when Planned Work (and any Work with a planned sub-status) reaches its start date. Checking this box will ensure Work automatically updates to the status you choose from the In progress drop-down menu.

Next, you can choose whether the start date for a piece of work will update automatically if its status is changed from Planned to In progress.

Finally, you can choose the default status a newly created Task will have.

Keep in mind, any changes you make to your status settings will immediately go into effect across your whole team.

Best Practice Tip:
Often times when a work item hits its start date, it's not always "In Progress". Consider creating a custom workflow status under In Progress like "Ready to Start" and apply the setting "When Planned work reaches its start date, update its status to "Ready to Start".  This will help identify work items that are truly "In Progress" vs. an alternate status like "Ready to Start".

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