The task system supports individual statuses that help track progress and prioritize task completion. You can flexibly adapt statuses to your team's business processes.

🔽 How to get to the settings

To change or add statuses:

🔹 Step 1: Go to the Tasks section

Menu → Tasks

📍 All tasks by clients are displayed here.

🔹 Step 2: Enable Kanban display

Click the Kanban button in the upper right corner.

This will allow you to view tasks by status in columns.

🔹 Step 3: Click the "Settings" button

Located next to the “Add Task” and “Table” buttons

🧱 What can be customized

The editing panel will open:

➕ Add status

1. Enter a name for the new status (e.g. "In progress", "Waiting for response")
2. Select a color to visually distinguish statuses
3. Click "Add"
4. Once completed, click “Save”

✏️ Edit existing

• Click the three dots next to the status, select Status Settings, then change the status color and category.
• Rewrite the status title

🗑️ Delete status

• Click on the three dots next to the status - click Delete

📋 Selecting Current Tasks

Click the three dots next to the status, then click Select. Choose the tasks you want to perform bulk actions on, such as:

• changing the assignee;
• changing the status category;
• deleting multiple tasks at once.

📌 Additional features

• Statuses can be used as a filter in the task table
• They are easy to drag and drop in Kanban
• Color helps you navigate quickly, especially when you have a large volume of tasks.

💡 Status Recommendations