Status
Who can use this feature?
Admins & Owners can update Task Status. This can be changed to Admin only and Admins, Owners & Assignees in the Project Permissions
Admins can regress Task Status, this can be changed to All Members in the Project Permissions
Task Status helps track the lifecycle of work, from planning, to commitment, to completion. It’s a simple way to bring structure and accountability to the plan.
Updating Task Status to Promised
Promised Tasks are commitments. If the committed dates are changed, a delay reason must be recorded in order for the update to save.
Change Task Status to Promised:
On the Gantt, use the Column Picker
to toggle
StatusClick the Status cell for your task & select
Promisedfrom the dropdown menu
See also: Bulk Edits
How Promised Tasks Look in the Plan
Promised
Start and End Date Visualisation
Promised
Task Bar Visualisation
Updating Task Status to Done
Done Tasks are those determined to have actualised start and end dates. Done Tasks are locked in place so no date changes or Progress Updates can be made.
Change Task Status to Done:
On the Gantt, use the Column Picker
to toggle
StatusClick the Status cell for your task & select
Donefrom the dropdown menu
See also: Bulk Edits
How Done Tasks Look in the Plan
Done
Start and End Date Visualisation
Done
Task Bar Visualisation
Revert a Task Status to Planned
Planned Tasks are those not yet promised to be delivered, and can be moved freely. This is the default state of all tasks.
Revert Task Status to Planned:
On the Gantt, use the Column Picker
to toggle
StatusClick the Status cell for your task & select
Plannedfrom the dropdown menu
How Planned Tasks Look in the Plan
Planned
Start and End Date Visualisation
Planned
Task Bar Visualisation
Promised Period
The promised Period can be set when Publishing. The Promised Period is shown as a hatched section on the Gantt, ending with a solid purple Promised Line.
On the Gantt, Hover over
and Click A menu will appear, on the menu click
See also: Set Promised Period
Filter by Status
Filtering by Status lets you show or hide Tasks based on whether they're Planned, Promised or Done.
Filter by Status:
Click
and
Select
Statusin the first dropdownSelect from
IsorIs Notin the second dropdownSelect from
Planned,PromisedorDonein the third dropdown
See also: create & share Views
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