Task statuses: Difference between revisions
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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. | 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. | ||
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Main statuses - these are statuses that a task takes over the course of a typical life cycle: | 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.) | *'''[[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. | *'''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. | *'''Ready for review''' - used after the assignee considers the task to be done. | ||
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Additional statuses are used less commonly, but they also play an important role in Planfix tasks: | Additional statuses are used less commonly, but they also play an important role in Planfix tasks: | ||
* | *'''[[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 a task | *'''Declined''' - used when the assignee didn't accept a task. | ||
*'''On hold''' - used when | *'''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. | *'''Canceled''' - used when you decide to stop work on a task. | ||
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A task can have different statuses for different participants. This applies to both standard and user (custom) statuses: | A task can have different statuses for different participants. This applies to both standard and user (custom) statuses: | ||
*General and individual task statuses | *[[General and individual task statuses]] | ||
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==User statuses== | ==User statuses== | ||
In Planfix, you can add a status that you need | In Planfix, you can add a status that you need to organize your business processes. You can even configure your own status set: | ||
*Custom | *[[Custom task statuses]] | ||
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:
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: