Task Statuses

The Progress panel on the task page shows the status of the task and the buttons that change it.

Requirements: the Edit Any Task permission, or an assignment to the task. Other team members see the status but no buttons.

StatusesCopy Anchor Link

Advance a taskCopy Anchor Link

1. Open the task page.
2. In the Progress panel, select Mark In Progress on a task that is To Do.

A message such as Marked in progress appears and the status badge changes.

Complete a taskCopy Anchor Link

1. In the Progress panel, select Mark Done on a task that is In Progress. A form opens.
2. Choose the Result. The options are All good, With reservations and Problem found. The default is All good.
3. Optional: enter a short text in Result summary. The field asks Short summary of what was found.
4. Select Mark Done in the form.

Select Cancel to close the form without a change. The task records the result, the summary and the completion date. The Completed column of the task list shows the date.

Cancel a taskCopy Anchor Link

1. In the Progress panel, select Cancelled. The button appears on a task that is not closed.
2. Enter the reason in the Reason field. The field asks Why mark this cancelled?
3. Select Mark Cancelled.

Select Cancel to close the form without a change.

Reopen a taskCopy Anchor Link

1. In the Progress panel, select Reopen. The button appears on a task that is Done or Cancelled.
2. Enter the reason in the Reason field.
3. Select Mark In Progress.

Reopening a Done task clears its result, its summary and its completion date.

ReasonsCopy Anchor Link

A reason is required for two moves. One is a move to Cancelled. The other is a move out of Done or Cancelled. The button stays disabled until the reason has text. Other moves need no reason.

Read the status historyCopy Anchor Link

1. In the Progress panel, select the clock button Full History.
2. Read the History dialog.

Each entry shows the old and the new status, the reason when one exists, the name of the author and the date. The first entry reads Created as To Do. The newest entry is first.

Change the status of several tasksCopy Anchor Link

The task list changes the status of selected tasks in one step. A move that needs a reason opens a dialog that asks for one reason for the whole selection. A bulk move to Done records no result and no summary. See Find and filter tasks.

NotificationsCopy Anchor Link

A status change creates the notification Task status changed. The recipients are the team members assigned to the task and the team members who follow the task. The team member who makes the change does not receive it. The default delivery is the in-app feed only.

Follow a taskCopy Anchor Link

The bell button at the start of the actions of the task page follows or unfollows the task. Its label is Follow or Following. The message Now following this record. or No longer following this record. confirms the change. Every team member may follow a task, without any permission.

NotesCopy Anchor Link

• The panel offers only the next step, Cancelled and Reopen. A task cannot move from To Do to Done in one step in this panel.
• The panel changes the status of an open task from any state to any other state only through these buttons.