Creating Task Status Codes

The Task Status option allows users to create codes to indicate the completion status of the tasks.

Perform the following steps to create task status codes:

Navigate to Settings ➜ Setup ➜ General ➜ Task Status.

Click Create Task Status. The Create Task Status screen appears.

Refer to the following table and fill in the fields:

Field

Description

Task Status Code

The code indicating the status of the task.

Task Status Name

A name that describes the completion status of a task.

External Task Status

Select the preferred task status from the drop-down list.

List Order

The position in which the task status code must appear in the grid. The system automatically generates a value based on the value of the previously created list item.

Active

When enabled, it indicates that the task status code is active.

Graphical user interface, text, application, email Description automatically generated

Click Create. The task status code is created and displayed in the grid.

Users can also perform the following actions in the Task Status screen:

  • Modify the task status name and list order using the Edit icon.

  • Delete the task status code using the Delete icon.

  • Drag a task status code to change positions within the grid using the Drag icon. The list order number is automatically updated after the change in positions.

  • Search for a task status using the code or name.