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Video Tutorial

In this article, you’ll learn how to manage the status of Tasks.
The steps below edit your organization’s global status list — the default set of statuses used everywhere. Individual projects and project templates can also use their own status lists instead. See Use a different status list for a project below.
Step 1: Start by clicking on the Gear icon next to Tasks. This will display a list of all currently available statuses. Task status list showing all available statuses Step 2: Next, you have the option to create a new status. Option to create a new task status New status being added to the list Step 3: Alternatively, you’re free to delete or rename the existing statuses. Delete or rename options for existing statuses Step 4: You’re also able to change the color of the status to any of the existing colors. Color picker for task status Step 5: Finally, don’t forget to hit Save to ensure your changes are stored. Save button to confirm status changes Updated task statuses after saving

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Use a different status list for a project

Sometimes a single global status list isn’t enough — for example, an onboarding project may need stages like “Kickoff scheduled” that don’t make sense elsewhere. Status templates let a project or project template use its own set of statuses instead of the global list. Step 1: Open a project (or project template) and click Customize in the top-right, then select Manage Status Templates. You’ll need edit access to the project and settings permission to see this option. Step 2: In the Manage Status Templates window, switch between the two tabs to choose which statuses you’re customizing:
  • Project (or Project Template) — the statuses of the project itself.
  • Project Tasks (or Project Template Tasks) — the statuses available to tasks inside the project.
Step 3: Pick a status template and click + Associate (for example, + Associate with this project) to apply it. The active template shows a checkmark with Currently using this template, and the Currently using line at the top tells you which template is in effect and where it comes from.
When several status templates could apply, Statisfy uses the most specific one. “Resolution order” simply means the order in which it checks for a template, stopping at the first match:
  • For the project itself: project → project template → global list
  • For tasks in the project: project task → project template task → task type → global list
The Template Resolution Order info box in the window shows this same order, and the Currently using line names the source (for example, via project template) so you always know why a particular status list is in effect.
When you create a project from a project template, the template’s status template associations carry over automatically — no need to set them up again on each new project.