In this section, it is possible to create new task statuses, as well as let Microbizz automatically change the status of tasks when something specific happens to them.
Create a task status
To create a new task status, you need to fill out the following:
Status: A title to identify the status by
Colour: The colour frames the status (to help create overview of the different task statuses)
- Corresponds: There are two base statuses that the new ones you want to create corresponds to:
- In progress
- Closed
Furthermore, you can expand the task status creation box even more by clicking on the small square next to the text "Read more".
The additional settings are as follows:
- Change status automatically: Allows you to specify when Microbizz should automatically change the status. You can change the status when:
- Start date is reached
- Deadline is reached
- Repeat - loose reopens
- Task is planned
- Task is added to pool
- Task is taken from pool
- One or more users are checked in
- No users are checked in
- Work areas: The work areas checked are the ones that this task status applies to. For more on these, please refer to work areas
- Task types: The task types checked are the ones that this task status applies to. For more on these, please refer to task types
Edit a task status
Editing a task status happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.
