Creating custom task status

Pour l'administrateur

Introduction

Once a task is created, a status can be assigned to it. By default, there are only two statuses: Closed and Open. However, there might be a need for additional statuses for specific tasks. Full access administrators and module administrators can add custom task statuses in addition to the default ones.

Follow these simple steps to quickly add custom tasks:

Step 1. Access the Projects

Enter your portal and click the Projects link.

How to create custom task statuses? Step 1

In case you have already logged in to the portal and been using it for some time, to access the Projects module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.

Step 2. Create a new task status

Click the black arrow next to the Settings option on the left-side panel and select Task Statuses.

How to create custom task statuses? Step 2_1

To add a New status do the following:

click the New status button to open the pop-up window;
сhange the task icon. To do this, select one of the default ones or upload your own. Use 16x16 svg or svgz format image;
change the color for this icon;
add a title and description;
specify a category this status will belong to;
when all the necessary information is specified, click the Save button at the bottom.

How to create custom task statuses? Step 2_2

The created task status will be added to the Task Statuses list in the selected category. You can add as many statuses as you need in the same way.

How to create custom task statuses? Step 2_3

To edit or delete a status click on the button which is located on the right of a status

You can set the necessary order for task statuses by dragging them up and down.

Check the Statuses are only available to the user who created the task option to prevent other users from using custom task statuses.

Keep in mind that both open and closed task categories must have at least one status.

Now you can assign new tasks statuses.

Step 3. Assign a custom status

To do so, click the Tasks link on the left-side panel. A new page opens with a list of all created tasks. To find a necessary one make use of our filter at the top of the list.

Click the on the left of the task name and select the necessary status from the list.

How to create custom task statuses? Step 3

If you want to find out more about tasks and the ways to manage them, refer to this page

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Creating custom task status

Introduction

Step 1. Access the Projects

Step 2. Create a new task status

Step 3. Assign a custom status