1. Select Statuses under Static data configuration in order to list configuration of basic data to view and set up task statuses.
2. To create a new status, click Create new. To edit 1. Click Create new to create a new status or Edit to edit an existing one, click Edit.
2. When creating a new status, enter a Enter a name and , where applicable, select an underlying status or the task types for which it should be available. When editing the existing state, make the desired changes and click . If a status should only be available for selected task types, you can select those task types here. Click Save and close form when you are finished.
If the status is a 'Closed' status, tasks are closed when they are assigned this status. The Executed status is an example of a closed status.
- If a task is assigned a status that is a Non-applicable status'Not Applicable' status, it will turn be closed and displayed in grey in the list. These are The status can be used for tasks that are not to be deleted in the system, but they are not to be executed either.
In progress status
Progress
- closed but have not been completed.
- 'In Progress' statuses include all statuses other than 'New' and 'Closed.' These statuses can be used for tasks that are currently in progressThis status can be made available for selected task types.
| Tip |
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Tip: It is better to disable a If there are existing records with a status, it is recommended to deactivate the status rather than delete it if there are tasks with this status. |
| Info |
The statuses and planned
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done date for the tasks control the colour of the
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tasks in the list. Hover the mouse pointer over the colours for an explanation.
