How to change a task's status?

From Planfix
Revision as of 08:04, 16 September 2020 by SliZzzZ (talk | contribs)
Jump to: navigation, search

A task's status changes most commonly when:

  • An assignee completes the required work on a task and changes its status to "Ready for review."
  • The assigner approves the results of the work on the task and changes its status to "Complete."


Changing a task's status

The quick way

In the task card, click the current status and select the desired new status from the list that opens:


10UFGM.png


Another way

  • Create a new comment.
  • Write a short description of the work you have done (not required).
  • Select an available status:


eMOXRh.png


Save the comment.


Important

Depending on your role, you may have a different number of statuses available to you. For example, assignees only have access to In progress and Ready for review, while the task assignee sees the additional statuses Draft, Canceled, and Complete. The rules for transitions between statuses also affect the visibility of various statuses.


Go To