Task statuses: Difference between revisions

Latest revision as of 13:13, 20 December 2023

Task statuses help track a task's journey from creation to completion. You can filter by task status, create reports by task status, and view a Planner by task status.

Standard statuses

In Planfix, we have main and additional task statuses.

Main statuses - these are statuses that a task takes over the course of a typical life cycle:

New - newly created tasks have this status before they have been accepted by assignees (Note: if the assignee is the same as the assigner, the task will immediately be given the status "In progress," since it's not necessary for a user to accept tasks they assign themselves.)
In progress - it conveys that the assignee has accepted the task and is working on it.
Ready for review - used after the assignee considers the task to be done.
Complete - set by the assigner as confirmation that the task was completed correctly.

Additional statuses are used less commonly, but they also play an important role in Planfix tasks:

Draft - used when a task hasn't been assigned yet. This lets you take time to work on a task and make it active when you're ready.
Declined - used when the assignee didn't accept a task.
On hold - used when working on a task has been suspended. When you change a task to this status, you can select a date for the task to become active again.
Canceled - used when you decide to stop work on a task.

Task names are displayed in different colors. The color of a task's name depends on its status.

General and individual statuses

A task can have different statuses for different participants. This applies to both standard and user (custom) statuses:

General and individual task statuses

User statuses

In Planfix, you can add a status that you need to organize your business processes. You can even configure your own status set:

Custom task statuses

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-<pre>
+Task statuses help track a task's journey from creation to completion. You can [[Task filters | filter by task status]], create [[reports]] by task status, and view a [[Planner]] by task status.
-The translation of this page is done using machine translation technology.
-We apologize for any inaccuracies and errors.
-</pre>
+==Standard statuses==
+In Planfix, we have main and additional task statuses.
-The statuses of the task help to trace the entire path that it has taken from creation to completion. According to the statuses of the task, you can [[How can I filter out the necessary tasks? | filter]], output to [[Reports]] and see [[Planner]].
-== Standard statuses ==
+Main statuses - these are statuses that a task takes over the course of a typical life cycle:
-In Planfix, you can conditionally select '' basic '' and '' additional '' statuses of the task.
+*'''[[New (task status) | New]]''' - newly created tasks have this status before they have been accepted by assignees (Note: if the assignee is the same as the assigner, the task will immediately be given the status "In progress," since it's not necessary for a user to accept tasks they assign themselves.)
+*'''In progress''' - it conveys that the assignee has accepted the task and is working on it.
+*'''Ready for review''' - used after the assignee considers the task to be done.
+*'''Complete''' - set by the assigner as confirmation that the task was completed correctly.
-'' Basic statuses '' are the statuses that the task takes in the course of its typical life cycle:
+Additional statuses are used less commonly, but they also play an important role in Planfix tasks:
-* '''New''' - this status has a task just created, which has not yet been accepted by the assignee. ('''Note:''' if the assignee of the task is the owner also, the task immediately gets the status "In work", since it does not make sense to take the task yourself)
-* '''In work''' - this status indicates that the assignee has accepted the task and is engaged in its execution.
-* '''Executed''' - this status is set by the assignee after he believes that he completed the task.
-* '''Completed''' - this status is set by the owner as confirmation of the correctness of the task.
+*'''[[Draft| Draft]]''' - used when a task hasn't been assigned yet. This lets you take time to work on a task and make it active when you're ready.
+*'''Declined''' - used when the assignee didn't accept a task.
+*'''On hold''' - used when working on a task has been suspended. When you change a task to this status, you can select a date for the task to become active again.
+*'''Canceled''' - used when you decide to stop work on a task.
-'' Additional statuses '' are used less often, but they also play an important role:
-* '''[[Draft]]''' is a task that has not been delivered to anyone yet. This allows you to refine the task and make it active at the right time.
-* '''Rejected''' is a task that the assignee did not accept.
-* '''Hold''' is a task that you decided to pause. When translating a task into this status, you can select the date when it will become active again.
-* '''Canceled''' - the task, the work on which it was decided to stop.
+Task names are displayed in different colors. The color of a task's name depends on its status.
-The names of tasks are displayed in a font of different colors. The color depends on the status in which the task is located.
+==General and individual statuses==
-== Common and Separate Statuses ==
+A task can have different statuses for different participants. This applies to both standard and user (custom) statuses:
-The task can be in different status for different participants. This applies to both standard and custom (configurable) statuses:
+*[[General and individual task statuses]]
-* [[Common and separate task statuses]]
-== User Status ==
+==User statuses==
-In Planfix, you can add a status that you lack to organize a business process and even set up your own set of statuses:
+In Planfix, you can add a status that you need to organize your business processes. You can even configure your own status set:
-* [[Custom (configurable) task statuses]]
+*[[Custom task statuses]]
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+*[[Feature Description]]

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