How to Add Statuses from Organization Level?
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.
⚠️Only admin or owner can add statuses
- Access Organization Settings:
- Click on your profile image to access the user menu.
Select "Manage Org" to navigate to the organization settings.
- Navigate to Statuses:
Once inside the organization settings, locate and click on the "Statuses" section.
- 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.
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.
- Note on Default Status:
Default statuses can be edited but not deleted. Modify default statuses to suit your organizational needs.
- Deleting Statuses:
- To delete a status, find the status you wish to remove.
- Click on the drop-down under "Actions" and select "Delete."
