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Task Status

Route: /org/taskconfig?tab=statuses · Manage permission: Manage Task Status


1. What a status is​

A status is where a task currently sits in the flow of work. It is the only piece of task vocabulary that has structure behind it: each status belongs to one of three fixed categories, and the workflow canvas decides which status can follow which.

Statuses are also the one list that changes the shape of a screen. Every status is a Kanban column — add one and a column appears; reorder them and the board reorders.

StatusPriorityType
Changes during a task's lifeConstantlySometimesRarely
Drives Kanban columnsYes — one column eachNoNo
Has a transition graphYesNoNo
Belongs to a fixed categoryYes — 3NoNo

2. How statuses spread across the application​

SurfaceWhat it uses
Kanban boardOne column per status, in order
Task detail and listThe status control; the colour draws the chip
Workflow canvasOne node per status — the nodes are this list
Task AnalyticsStatus Distribution donut, and the completion rate

3. Managing statuses — step by step​

Figure 1 — The Project Statuses list showing the four-column header, drag handles, order and category chips.

Step 1 · Read the list​

The section is headed Project Statuses — "Configure the workflow statuses for this project."

A four-column header sits above a drag-sortable list:

ColumnHolds
Status NameDrag handle, colour dot, name
OrderSort position, centred
CategoryA coloured chip — To Do, In Progress or Done
(unlabelled)Edit and Delete, hover-only

Empty, it reads No statuses defined. Click "Add New Status" to create one.

Step 2 · Add one​

Add New Status opens a right-hand drawer, pre-filled with grey (#9CA3AF), category todo, and an Order of the current count plus one.

Figure 2 — The Add New Status drawer, pips: 1 ID, 2 Name, 3 Category select, 4 colour swatches, 5 Order.

ID is locked once the status exists, so only the name, category, colour and order can change later.

Category is the field that matters beyond this screen: it is what completion metrics count, and it cannot be added to.

Step 3 · Choose a category​

Every status belongs to exactly one of three:

CategoryChipMeaning
todoTo Do — slateNot started
in_progressIn Progress — blueBeing worked on
doneDone — greenFinished
The three categories are fixed and cannot be added to

To Do, In Progress and Done are hard-coded. You can create ten statuses, but each has to map onto one of these three.

This matters more than it looks: completion is measured by category, not by name. A status called Closed that you left in In Progress will never count as complete in Task Analytics, no matter what it is called.

Step 4 · Reorder by dragging​

Drag the grip handle. Dropping renumbers every order from 1 and saves immediately — this is also the order of the Kanban columns.

Step 5 · Delete​

Delete Status — Are you sure you want to delete this status? This action cannot be undone.

Confirming removes the row, renumbers the rest from 1, and toasts Status deleted successfully.


4. Field reference — the status drawer​

FieldControlRequiredLocked on editNotes
IDText✅Yes — padlockPlaceholder e.g. todo. Helper: "Unique identifier for this status."
NameText✅NoPlaceholder e.g. To Do
CategorySelect✅NoTo Do · In Progress · Done. Fixed list
ColorSwatch picker—NoEight fixed swatches
OrderNumber—NoSort position; overridden by dragging

Where the colours come from​

Eight fixed swatches, a different set from priorities and types:

#9CA3AF grey · #3B82F6 blue · #F59E0B amber · #8B5CF6 violet · #10B981 emerald · #6B7280 cool grey · #EC4899 pink · #F43F5E rose

Validation​

RuleWhenMessage
ID and Name presentEither empty on saveID and Name are required
ID uniqueAdding a duplicate IDStatus ID must be unique

Success toasts: Status created successfully, Status updated successfully, Status deleted successfully.

There is no check that a status is unused before deleting it, and no check that at least one done status exists.


5. The admin contract​

PrerequisiteWhere
Page Access of Task ConfigurationPage access
Manage Task StatusManage — and this same permission grants the workflow canvas
A selected projectStatuses are per project
Adding a status is only half the job

A new status appears as a Kanban column and a workflow node straight away — but with no transitions. Until you connect it on the workflow canvas, nothing can move into or out of it.

Every status change is a two-tab job: create it here, wire it there.


6. Downstream​

ActionEffect
AddA new Kanban column and an unconnected workflow node
ReorderKanban columns reorder
RecolourChips redraw everywhere
Change categoryChanges what counts as complete in analytics
RenameSafe — tasks and the workflow reference the ID
DeleteThe column disappears. Tasks holding that ID keep an unresolvable status, and the workflow keeps no record of the node

7. Don't confuse this with…​

ThingWhereWhy it is different
Task status (this page)?tab=statusesThe list of states
Task workflow?tab=workflowWhich state may follow which
Status categoryThe Category column hereOne of three fixed buckets — not a task category
Ticket statusResolve settingsResolve's own list, with its own workflow versioning
Module State ManagementOrganization SettingsApproval-driven state machines for other modules
"Category" means two different things on this screen

The Category column on a status is one of To Do / In Progress / Done. A task category is a project-defined group with a supervisor and a billable flag. They share a word and nothing else.


8. Troubleshooting​

SymptomCause
A task cannot be moved to a new statusNo transition into it — see Workflow
Completion rate looks wrongA finished-sounding status is not in the Done category
Kanban columns in the wrong orderDrag the rows here; the board follows order
A drag did not stickReorder saves on drop; an error re-renders from the server
Tasks show a blank statusTheir status was deleted
Cannot edit the IDIDs are immutable after creation
No Add buttonMissing Manage Task Status