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How To Automatically Change Statuses
How To Automatically Change Statuses

You can speed up the process of project management with Automatic Status Changes

Regine Garcia avatar
Written by Regine Garcia
Updated over 5 months ago

How To Automatically Change Statuses (Admin View)

  1. On your Dashboard, go to Settings > Modules and Extensions

  2. Go to Requests

  3. Head over to the Automations tab
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  4. Currently, there are 2 settings to manage:
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    1. Default status after client comments
      - you can set a default status whenever a client comments on the request
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      Use Cases:
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      ​For Tickets: On "Closed" requests and clients still want to engage with the team, when the client comments on it, the status will automatically be set to "Pending Response"
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      ​For Agencies: After the client submits a request (To Do status), and follows up with a comment or note, the status will automatically be set to "Pending Response"
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    2. Default status after team or admin comments
      - you can set a default status whenever you or your team comments on the request
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      Use Cases:
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      ​For Tickets: After the client submits a request (Help needed status), a team member comments, the status will automatically be set to "Investigation"
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      ​For Agencies: After the client submits a request (To Do status), a team member comments, the status will automatically be set to "In Progress"

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