Configuring rules for transitioning between statuses: Difference between revisions
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==Adding a status to a set== | |||
To add a transition to a new status, click on the plus sign in the row with the desired status: | To add a transition to a new status, click on the plus sign in the row with the desired status: | ||
Revision as of 06:02, 5 April 2020
The rules for transitioning between statuses are configured for each status set in the Account management / Task processes tab
Adding a status to a set
To add a transition to a new status, click on the plus sign in the row with the desired status:
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A window will open where you can select the status to transition to.
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Clicking the added status will open a menu with additional settings:
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In this menu, you can:
define who will be able to switch to this status
add a separate button for the status (buttons are configured for each status transition)
add scripts
delete the transition to the status
Deleting a status from a set To delete a status from a set, first go to the status set. Then hover your cursor over the line with the desired status, and click the trash can icon:
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The status will be deleted from the set, but it will remain in the system.
Advice for configuring
When configuring rules for transitioning, don't forget about having an "emergency stop" for a task. Most of the time, a task can be canceled or completed at any time, which means you should note the corresponding transitions:
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You also need to remember that in many cases, a task can be returned to its previous step. Spend some time thinking of all the possibilities in a task's lifecycle, and establish all possible status transition options.
Additional settings for status sets help you organize the behavior you would like to see in the process of working on a task.