How do I update task statuses?

The big September update for 2022 now allows our enterprise users to customise their task statuses. This lets you add, edit and delete the statuses based on your team’s workflow. You can make these changes from the org level under “Manage Org”. Let’s begin!

Here's a quick video to help you with it:

Now let's look into each step:

Add new statuses

To add a new status, you must first click on your icon at the top right. From there you need to click on “Manage Org”. There on the left panel, you will find “Statuses” under “Organization”. Once you are there, you can click on the “+ Add” button to add your status.

Editing existing statuses

Along with adding and deleting task statuses, you can also edit the existing ones. For this, you need to click on the dropdown named “Action” where you will find the option to edit. You will then be prompted to enter a new name for the status.

Deleting existing statuses

Customization doesn’t truly make sense without having the ability to delete unnecessary/redundant statuses. We don’t want to clutter your statuses.😅

So, you can also delete statuses that you no longer need. For this, you need to click on the dropdown named “Action” where you will find the option to delete.

Once a status is deleted, a pop-up will appear asking you to replace the corresponding tasks for this status with an existing status. You can see the number of issues under that status will have increased by one. This pop-up will not appear if you’ve assigned no tasks to this status.

This step is to ensure that no tasks are left statusless. This also makes sure your integrations automatically map them with the replaced statuses.

Note: You will see that four statuses are checkmarked. These are the minimum number of statuses you must have and cannot be deleted. These statuses can however be edited as you like.

Note: This update is for zipBoard enterprise users. If you aren’t one but would like to try the new feature then reach out to us at [email protected].