I want to add a new status to my tasks. How can I do it?

Category: General

The Profit.co comes seeded with standard task statuses that can be readily used in any organization.

Why this Feature?

By using this feature you can create, edit and update new status as per your needs and you can tag your task under it.

Step 1:

Log in as a Super User. From the left side navigation panel select, Settings → Tasks →Statuses.

task-and-status

You will be directed to the Statuses Page.

Step 2:

All the existing statuses will be listed on this page.

existing-statuses

You can enable or disable statuses using the toggle.

toggle-status

To edit a status, click on theedit-icon Edit Icon, you will be directed to the Update Status page.

For instance, if you want to edit the status named In Progress. Click on the Edit icon. On the Update Status page,

  • Edit description - Working on the task
  • Click Update.
update-status

Step 3:

To create a new Status Click Create in Statuses page.

statuses-page

You will be directed to the Create Status page. For instance, let’s say you want to create a new status ‘On Hold’

  • Enter the Status Name - On Hold.
  • Provide Description - Pending tasks for the last 6 months
  • Color - Assign a color.
  • Click Create.
create-status

Note:

  • To access the status On Hold on the Tasks page, you should enable the Toggle
  • Clicking on the Color field will open a palette, where you can use the color of your choice. You can also set the transparency by moving the slider provided below the palette.

Now the task status On Hold is created and can be viewed on the Statuses page.

statuses

Step 4

On the statuses name if you mouse hover on the icon it will show you the details of the Status description from the Task pages.

status-description

Note: The note: icon will be available in both List and Kanban view.

kanban

Related Blog Post

To learn more about the process of viewing the status of the task assigned to others, click here.

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