Task Status

You are here:

A task status represents the state of the task’s completion. 

Add a task status

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Statuses” menu under “Lists”.
  4. Select the “Task” menu.
  5. Select “Add” to add a task status.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the task status name.   
      • The system will not allow task statuses with duplicate names.
    • Description*: Enter a description of the task status.
    • External Identifier: Enter the unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Please note that the description field is required for this type of data record.

Manage statuses

  1. Locate the task status record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all tasks with this status.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the task status.
    • Download the task status definition for import into another database.
    • Delete the task status. You may delete statuses only when they are not in use at any record.
Table of Contents