Task Statuses

Modified on Thu, 21 Nov at 11:27 AM

Task statuses allow you to manage your project progress in more detail. In addition to the overall project statuses, you can set a detailed, independent status on each of the project's tasks.


Tasks status's are setup in Administration -> Settings -> Project Settings.  

Enter additional statuses to Custom Task Statuses. These will be added to the default status list (Cancelled, Completed, In Progress, On Hold, Waiting To Start).


Task status's can then be applied on the task's status dropdown in projects and production job Overview tab.

Select the required task status from the dropdown:

Selecting the default Completed status will mark the task as completed for the completed tasks invoicing function and prevent additional timesheets to be added to the task.


Task Bulk Update Statuses


You can also bulk update the task status via the "Bulk Complete" and "Bulk Incomplete" buttons at the top of the task tab:


Using the first dropdown, you can filter if you wish to see all tasks, completed tasks or incomplete tasks. The "Select All" box can be ticked to automatically select all of the tasks in the view that have been defined by the first drop down.


Once the tasks have been selected, you can then hit either the Bulk Complete/Incomplete button which will update the selected tasks accordingly.


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