Create a Task Status

When you create or edit a task type, you can create and allocate your own custom statuses:

  1. On the Navigation menu: Click Admin | Settings to open the Admin Settings window.

  1. Click to select the Tasks tab.

  2. Click Statuses to switch to the Statuses pane. Default statuses and any custom statuses that were previously created are listed:

  1. Click the Create button to create a new status.

  2. Set the following properties of the Status.

Properties

File icon

Double-click on the File icon to select an icon that represents the status. Ideally, the icon you select will help users easily identify the status. The Edit button for the icon can be used to Remove the active icon or Upload a new picture.

Name & Description

Enter the Name and Description of the status. The name must be unique. Your description should help other users understand the nature and the scope of the status.

  1. Click Create.

    2. The new status is available for selection for a task type: