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How To Create Custom Project Statuses
How To Create Custom Project Statuses

Create Custom Project Statuses Tailored to your Business Process.

Regine Garcia avatar
Written by Regine Garcia
Updated over a week ago

How To Create Custom Project Statuses

  1. On your Dashboard or Tasks (Requests), head over to the Status column

  2. Click on one of the Request Status

  3. You have the option to Create a new Status, Edit Existing ones, or Delete

    To Create:
    - Type in a name that best represents the status of the project

    - Click on Create (name of status)
    - Once created, it will be assigned with a color

    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


    - Click on Save changes

    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

    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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