Task Statuses
Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago


You can customize your task workflow with custom Statuses. They align with basic Status Types: To Do, In Progress, and Done. This is ideal for complex setups. Add Statuses like "On Hold" or "Pending Approval" under In Progress for more control.

πŸ“™ Note: You must have at least one "to-do" and one "done" status enabled.

Video Guide

Accessing Task Statuses

Task Statuses can be configured in Tasks Settings. To access Tasks Settings, navigate to Contacts > Tasks > > Statuses.

Default Status

When creating a new task, the Status is a required field. Admins can set a Default Status to pre-populate the status fields to streamline manual task creation. In most cases, the Default Status should be set to a Status with a Status Type of To-Do. Use the drop-down field to change your Default Status.

Adding a Custom Status

  1. Click the + Add New Status button at the bottom of the Status list.

  2. Replace "Untitled" at the top with a name for your Status.

  3. Enable or disable your Status by using the toggle.

  4. Select the Status Type you'd like to associate this Status with.

  5. Click Save.

Editing + Deleting a Status

πŸ“™ Note: You must have at least one "to-do" and one "done" status enabled for Tasks to function.

  1. Click the on the right of the row of the Status you wish to edit or delete.

  2. Select edit or delete, depending on what you wish to do.

  3. If deleting, you'll be prompted to confirm the action.

    • If the status is unused, you'll receive the following prompt:

    • If the Status is currently associated with one or more tasks, you'll receive a prompt indicating the number of tasks with that Status and asking you to set those tasks to a new Status.

  4. If editing, the Status edit side sheet will open. Make any changes and when finished, click Save in the top right corner.

Reordering Statuses

You can reorder your Statuses, impacting how they appear in drop-down lists.

To reorder, click the two horizontal lines icon and drag the Status where you want it to appear in the listing.

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