Creating a status set

Important

This help article is outdated. Currently, processes are configured within the Object. We recommend using the Objects help documentation to set up business processes in your account.

The following information is retained solely to support backward compatibility for processes set up in older Planfix accounts.

-

Status sets are an important component of task processes. They define which statuses a task can have, or which statuses an object created based on a task during its lifecycle can have. They also determine the rules for transitioning between statuses and other related settings.

A status set can be created or edited in the corresponding process tab:

Clicking the name of a set opens an interface for editing it:

where you can add, edit, or delete statuses, as well as set rules for switching between them.

More about status set configuration

• Adding a new status
• Editing / Deleting statuses
• Configuring rules for transitioning between statuses
• Additional settings for status sets

Relationship between statuses and scripts

In the status settings window, you can see the scripts associated with that status.

A script appears in the settings window when this status is specified in the script triggers:

Note: The script is automatically displayed in the status settings window if such a trigger exists.

Go To

• Custom task statuses
• Tasks
• Processes
• Feature Description