Customize the status

Note

Statuses are project-specific and are not shared across the team or workspace.

How to manage statuses

1. Navigate to a project and open the task list view or board view.
2. Select Group by status from the Group by option.
3. The Manage status button will appear - click it.
4. In the Manage status panel, you can add statuses for each main category: To do, Doing, and Done.
5. Click the + (add status) icon next to the category you want to add a status to.
6. Enter the status name and click Create.
7. Once you are done with the configuration, click Close in the bottom right of the modal.

Tip

Drag statuses to reorder within categories, or drag between categories to change their type.

Caution

Each category must have at least one status. You cannot move a status if it is the only one in its category.

Delete a status

1. Follow the steps above to open the Manage status panel.
2. Hover over the status you want to delete - a delete icon will appear on the right side.
3. Click the delete icon to remove the status.

Caution

There must be at least one status under each category. You cannot delete the last status in a category.

Rename a status

1. Follow the steps above to open the Manage status panel.
2. Hover over the status you want to rename - a pencil (edit) icon will appear.
3. Click the pencil icon and enter the new name.

Change the category of a status

In Worklenz, every status belongs to one of three main categories: To do, Doing, and Done. Custom statuses you create are placed under one of these categories, but you can change the category in two ways:

Option 1 - via Manage status (drag and drop):

Open the Manage status panel and drag the status from its current category and drop it into the desired category.

Option 2 - via task list or board view:

Click on the status title to reveal the three-dot icon, then select the preferred category type to reassign the status.

Caution

You cannot change the category of a status if it is the only one in its current category. Each main category must always have at least one status.