Task statuses: Difference between revisions

Revision as of 18:03, 13 October 2019

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 a task wasn't accepted by the assignee.

● On hold - used when work 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 in order to organize your business processes. You can even configure your own status set:

● Custom (customizable) task statuses

Go To

Tasks

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-<pre>
+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.
-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 - 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.
-'' Basic statuses '' are the statuses that the task takes in the course of its typical life cycle:
+●      Ready for review - used after the assignee considers the task to be done.
-* '''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.
+●      Complete - set by the assigner as confirmation that the task was completed correctly.
-'' 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.
+Additional statuses are used less commonly, but they also play an important role in Planfix tasks:
-The names of tasks are displayed in a font of different colors. The color depends on the status in which the task is located.
+●      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 wasn't accepted by the assignee.
-== Common and Separate Statuses ==
+●      On hold - used when work 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.
-The task can be in different status for different participants. This applies to both standard and custom (configurable) statuses:
+●      Canceled - used when you decide to stop work on a task.
-* [[Common and separate task statuses]]
+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 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 in order to organize your business processes. You can even configure your own status set:
-* [[Custom (configurable) task statuses]]
+●      Custom (customizable) task statuses
 == Go To ==
 *[[Tasks]]