Task Statuses allow you and your team to easily see where a Task is in your process. We include a few default statuses for you and we also allow you to customize those statuses to reflect your teams individual needs.
Task Statuses are added from the Task by either opening it and using the Status drop down:
or by changing your view from List View to Card View and dragging the Task to the column that reflects the current status:
The default statuses added for you are Not Started, In Progress, On Hold and Completed.
How to Customize Your Task Workflow - Add/Edit/Delete Task Statuses
Tasks statuses can be customized to reflect your teams individual process and needs. From the global settings page, select the Edit Task Statuses menu.
From the task status settings, you can adjust your workflow by editing, adding, or deleting task statuses.
Adding a New Status
You can add a new status to a new option when managing your tasks. This will also create a new column in your Card View. This will apply to all projects across the board.
To do this, click on + Add Task Status in the top right corner. Create your status by adding the name and clicking on Save.
Adding a status will add a new column to Card View in your Tasks tab.
Renaming a Task Status
You can rename a status which will be reflected in the status dropdown menu when managing your tasks. This will also update the respective column in your Card View. This change will apply to all projects across the board.
Deleting a Task Status
You can delete a task status and re-assign the tasks to another status. A count of all the tasks that currently fall under this status will be shown, so you know how many tasks will be moved over to the new status. This change will apply to all projects across the board.
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