How to Edit Org Statutes?

Users often encounter challenges when it comes to modifying or adding custom statuses at the organizational level. Without a clear guide, this process can be confusing, potentially leading to inconsistencies in project management workflows.

Here's a concise guide to help you effortlessly edit and add new statuses at the organizational level on zipBoard

  1. Access Organization Settings:
    • Click on your profile image to access the user menu.
    • Select "Manage Org" to navigate to the organization settings.

  2. Navigate to Statuses:
    • Once inside the organization settings, locate and click on the "Statuses" section.

  3. Adding New Statuses:
    • To add a new status, click on the "Add" button.
    • Enter the desired status text in the provided field.
    • Click "Add" to save the new status.

  1. Editing Existing Statuses:

    • To edit an existing status, locate the status you want to modify.
    • Click on the drop-down under "Actions" and select "Edit."
    • Update the status text as needed.

  1. Note on Default Status:
    • Default statuses can be edited but not deleted. Modify default statuses to suit your organizational needs.

  2. Deleting Statuses:
    • To delete a status, find the status you wish to remove.
    • Click on the drop-down under "Actions" and select "Delete."

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