Editing / Deleting statuses: Difference between revisions
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If the status isn't used in a certain [[Processes | process]], you can delete it from the status set of that process while keeping the status in the system for use elsewhere. | If the status isn't used in a certain [[Processes | 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 [[Configuring rules for transitioning between statuses | the settings for status sets]]. You can delete custom statuses you have added to the system, as well as standard Planfix statuses. | Deleting can be done in [[Configuring rules for transitioning between statuses | the settings for status sets]]. You can delete [[Custom task statuses | custom statuses]] you have added to the system, as well as [[task statuses | standard Planfix statuses]]. | ||
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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 task statuses | custom task statuses]] that you have added to Planfix can be deleted from the system. | ||
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==Go To== | ==Go To== | ||
*[[Creating a status set]] | *[[Creating a status set]] | ||
*[[Custom | *[[Custom task statuses]] | ||
*[[Tasks]] | *[[Tasks]] | ||
*[[Processes]] | *[[Processes]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 21:00, 22 May 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:
or by clicking on the name of a status:
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.