Configuring rules for transitioning between statuses

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The rules for transitioning between statuses are configured for each status set in the Account management / Task processes tab


Adding a status to a set

To add a transition to a new status, click on the plus sign in the row with the desired status:


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A window will open where you can select the status to transition to.


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Clicking the added status will open a menu with additional settings:


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In this menu, you can:

  • define who will be able to switch to this status
  • add a separate button for the status (buttons are configured for each status transition)
  • add scripts
  • delete the transition to the status


Deleting a status from a set

To delete a status from a set, first go to the status set. Then hover your cursor over the line with the desired status, and click the trash can icon:


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The status will be deleted from the set, but it will remain in the system.


Advice for configuring

  • When configuring rules for transitioning, don't forget about having an "emergency stop" for a task. Most of the time, a task can be canceled or completed at any time, which means you should note the corresponding transitions:


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  • You also need to remember that in many cases, a task can be returned to its previous step. Spend some time thinking of all the possibilities in a task's lifecycle, and establish all possible status transition options.
  • Additional settings for status sets help you organize the behavior you would like to see in the process of working on a task.


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