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How To Create Custom Project Statuses

Create Custom Project Statuses Tailored to your Business Process.

Written by Regine Garcia

How To Create Custom Project Statuses

  1. On your Dashboard or Tasks (Requests), head over to the Status column
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  2. Click on one of the Request Status

  3. You have the option to Create a new Status, Edit Existing ones, or Delete
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    ​To Create:
    - Type in a name that best represents the status of the project
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    - Click on Create (name of status)
    - Once created, it will be assigned with a color
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    ​To Edit:
    - Click on the status


    - Hover over the status and you'll see a pen icon (edit), trash icon (delete), and drag icon (to rearrange the statuses)
    - Select the pen icon
    - Make edits to the name and choose a color
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    - Click on Save changes
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    ​To Delete:
    - Click on the status
    - Hover over the status and you'll see a pen icon (edit), trash icon (delete), and drag icon (to rearrange the statuses)
    - Select the trash icon to delete
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    ​To Rearrange Statuses:
    - Click on the status
    - Hover over the status and you'll see a pen icon (edit), trash icon (delete), and drag icon (to rearrange the statuses)
    - Select the drag icon
    - Move the status to the top or bottom of the other statuses

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