Editing / Deleting statuses: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 23: Line 23:
===Important===
===Important===
When deleting in this way, a status is completely deleted from the system.
When deleting in this way, a status is completely deleted from the system.
Only custom task statuses that you have added to Planfix can be deleted from the system.
Only [[Custom (customizable) task statuses | custom task statuses]] that you have added to Planfix can be deleted from the system.





Revision as of 05:56, 5 April 2020

You can delete unused task statuses from a specific status set, or you can delete them entirely from the system.


Deleting statuses from a status set

If the status isn't used in a certain process, you can delete it from the status set of that process while keeping the status in the system for use elsewhere.

Deleting can be done in the settings for status sets. You can delete custom statuses you have added to the system, as well as standard Planfix statuses.


Deleting statuses from the system

You can edit or delete custom task statuses in the Statuses tab of the Account Management menu:


cnmHUn.png


or by clicking on the name of a status:


sZ1Oky.png


Important

When deleting in this way, a status is completely deleted from the system. Only custom task statuses that you have added to Planfix can be deleted from the system.


Go To