Customizing Statuses at the Project Level
In zipBoard, you can create and manage task statuses for each project, not just at the organization level. Open the project, click Statuses in the left-hand menu (below the boards), and add statuses or set a default status for the project's tasks.
Previously, task statuses could only be added and managed at the organization level, which made it hard to adapt them to the needs of individual projects.
Read about zipBoard's recent updates to statuses, which move the storing and creation of statuses to the project level for more granular control and customization.
How do I add statuses at the project level?
Who can manage project statuses?
- Add new statuses: Super Admin, Admin, and Project Owner.
- Set the default status for a project: Super Admin, Admin, and Project Owner.
- Delete project-level statuses: Super Admin, Admin, and Project Owner.
Note: Default statuses set by users will NOT be deleted.
Steps
- Navigate to the project: Log in to zipBoard, go to the Projects section, and select the project you want to customize.
- Open Statuses: On the left-hand side, just below the boards, click Statuses. You'll see the list of current statuses associated with the project.
- Add a new status: Click Add New, enter the status text, and click Add to save it. The new status is now available within the selected project.
How do I set a default status for tasks in a project?
After creating your statuses, you can set a default status for all tasks created within the project. In the project's status configuration, choose the desired default status from the available options and save your changes.
Keep in mind when changing the default status:
- Any new tasks added from live annotations, the review board, or the Tasks tab inherit the default status.
- A task displays the default status until a user explicitly changes it.
Communicate any changes to default statuses to your team to maintain clarity and consistency.
How do I change the status of an individual task?
You can also manage statuses task by task:
- Go to the Tasks section.
- Select the task whose status you want to change.
- Open the Status option and scroll down to New Statuses.
- Choose an existing status or create a new one specific to the task.
- Save the changes. The task now reflects the updated status.