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Setting up task statuses

Written by Viktor Ivanon

Updated at April 4th, 2025

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Table of Contents

🔽 How to get to the settings 🔹 Step 1: Go to the Tasks section 🔹 Step 2: Enable Kanban display 🔹 Step 3: Click the "Settings" button 🧱 What can be customized ➕ Add status ✏️ Edit existing 🗑️ Delete status 📌 Additional features 💡 Status Recommendations

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 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
setup statuses

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