> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/projects/moving-a-project-through-its-workflow.md). # Moving a project through its workflow A project only moves forward when someone completes its next step, so a forgotten step holds up the whole order. In OrderEazi, you complete steps from **Next Steps** at the bottom of the project, and the **Workflow** tab shows where the project is. Your administrator decides the steps, and who can complete each one, in the [Workflow Manager](/central/order-management/settings/workflow-manager.md). ### Before you start You'll need the **Proceed with Next Steps** permission, in the **Projects** permission group, and the step must allow you or your role. To see the **Workflow** tab, you'll need **View Project Workflow**, in the same group. ### How to complete a step 1. At the bottom of the project, select **Next Steps**. 2. Find the step you've finished. Steps you can complete are marked **Pending**. 3. Select the step. 4. In the popup, fill in any information the step asks for. Fields marked with \* are required. 5. If the step sends an email, check **To**, **Subject**, and **Message**. You can add **CC** and **BCC** addresses. 6. Add any **Remarks (optional)** for your team. They're saved in the project's history. 7. Select **Complete**. You see "Step completed", and the project moves on to the next step. > **Warning:** If a step sends a notification email, the email goes out when you select **Complete**. Check the recipients and the message before step 7. **Example:** Your client accepts the quote for 20 office chairs. You select **Next Steps**, choose the approval step, add the remark "Approved by phone with Thandi", and select **Complete**. On the **Workflow** tab, the approval step now shows as **Completed**, and the next step shows as **Active**. If completing the step creates a document for you, OrderEazi asks first: "Completing this step will automatically generate a" followed by the document name. Select **Yes, continue** to go ahead. ### What you see in Next Steps * **Pending:** You can complete this step now. * **Locked:** You can't complete it yet. Either the step isn't assigned to you or your role, or it's waiting for a document. Hover over the link icon to see what's needed, for example "Please complete the following action : Send Quote". * **Upcoming:** The next step after the current ones, shown greyed out. Select the info icon on a step to see who can complete it. Some steps complete themselves when you create the document they wait for. For example, a step waiting for a quote completes when you create the quote, and the history shows "Auto-completed by document creation." ### Steps that ask a question Some steps ask a question your administrator set up instead. Select the step, read the question under **Question**, and select the answer under **Choose a path**. You see "Path selected:" followed by your answer. The project follows that path, and the other paths are marked as **Skipped**. ### Checks that can stop a step * **Margin or markup out of range:** A line's markup or margin is outside the range allowed for your role. Fix the line, or ask for a margin approval when OrderEazi offers one. * **Zero cost or selling price:** A line has no cost or selling price and you don't have permission for that. Fix the line first. * **No description:** You see "Please make sure you have added a description for your project." Add one on the [Details tab](/central/order-management/projects/project-details.md). * **No lines:** You see a message that the project has no line items. Add at least one product. #### Approving an order The order approval step checks more before it goes ahead: * **The client is On Hold:** OrderEazi asks whether you want to approve the order anyway. * **Some products aren't allowed for this client:** Choose **Remove and approve** to take them off, or **Approve with conflicts** to keep them. See [Product Client Restrictions](/central/order-management/products/product-management/product-client-restrictions.md). * **Something is missing:** For example "Please add a delivery address before continuing" or "Customer Order Number is required before approving an order." Fix it and try again. #### The credit limit check A credit limit step shows the client's **Current Balance**, **Credit Limit**, **Outstanding Orders**, this project, and the **Future Balance**. If the order is within the limit, select **Complete**. If it's over, choose a user in **Request approval from:** and select **Request Approval**. They get a [request](/central/order-management/projects/requests.md) to approve it. Clients set to cash only skip the check. **Example:** A client has a credit limit of R50 000 and owes R42 000. Your project is R12 000, so the future balance is R54 000, which is R4 000 over the limit. You request approval from your finance manager, who can approve orders of that size. ### The Workflow tab The **Workflow** tab draws the project's workflow as a map. The legend explains the colours: * **Pending:** Not reached yet. * **Active:** Waiting to be completed now. * **Completed:** Already done. * **Skipped:** A path the project didn't take. * **Failed:** An automatic step that went wrong. Under the map, **Completion History** lists each completed step, who completed it, when, and the outcome. Select a step to see its details, including remarks and any files uploaded with it. Select **Help** for a guide to the map. ### How to reopen a step If you completed a step by mistake, you can reopen the most recent one. 1. Select the **Workflow** tab. 2. Select the step you completed last. 3. Select **Reopen this step**. 4. Select **Yes, reopen**. You see "Step reopened". You can only reopen the last step a person completed. If a later step is already done, reopen that one first. You can't reopen the order approval while the project has active sales orders, delivery notes, or tax invoices. Void or credit them first. ### When you can't complete a step * **"You don't have permission to complete this step.":** The step isn't assigned to you or your role. Ask your administrator to add you to the step. * **"This step has already been completed.":** Someone else completed it first. Refresh the page. * **"This project is closed and its workflow is locked.":** The project is completed or cancelled. Reopen it from **Project Actions** first. See [Project Actions](/central/order-management/projects/project-actions.md). ### Related pages * [The Default Workflow](/central/order-management/settings/workflow-manager/the-default-workflow.md): the steps in the standard workflow * [Requests](/central/order-management/projects/requests.md): approvals and requests that steps send * [Project History](/central/order-management/projects/project-history.md): see every step that was completed