Table of Contents
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
- Enter a name for the new status (e.g. "In progress", "Waiting for response")
- Select a color to visually distinguish statuses
- Click "Add"
- Once completed, click “Save”
✏️ Edit existing
- Click on the three dots next to the status - click Change color - change the color
- Rewrite the status title
🗑️ Delete status
- Click on the three dots next to the status - click Delete
📌 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
Status name | Purpose |
---|---|
New | Just added |
In progress | The manager started to execute |
Awaiting response | We are waiting for a response from the client |
Ready | Done |
Postponed | Postponed or scheduled for later |