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Set up team statuses

Configure the statuses a team's work orders move through.

Each team has its own statuses. A status is your label over one fixed phase: Request, Open, In progress, Waiting, or Closed. A new team starts with Request, Open, Active, Waiting, Complete, and Cancelled. You need to be an owner or admin.

  1. Open the workspace menu, select Workspace settings, then Teams.
  2. Select the team.
  3. In Work order statuses, select Add status.
  4. Enter a name, choose the Phase, a Color, and an Icon, and save.
  5. To change a status, select its pencil icon. To change the order within a phase, drag it by its handle.
  6. To set the status that new work orders get, select Make default on an open status.

Result: the team's list, board, and side panel offer the new status.

Rules:

  • The default status is always an open status, and it cannot be deleted.
  • Each phase keeps at least one status.
  • To delete a status that work orders use, choose another status of the same phase under Move work orders to. Those work orders move to it.

Work order types are shared by all teams. You set them in Workspace settings, Work orders. See Work orders.