Change the Status of a Task

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Objective

To change the status of a task.

Background

When editing a task, you can change its status. If you have completed the work associated with task and want to close it, choose the Closed status. If you want to close a task without completing it because the work is no longer required, choose the Void status.

Things to Consider

  • Required User Permissions:
    • To edit any task, 'Admin' permissions on the project's Tasks tool.
    • To edit a task that you created, 'Standard' or 'Admin' permissions on the Tasks tool. 
    • To edit a task you did not create yourself for which you are the Assignee, 'Standard' level permissions on the Tasks tool.
      Note: 'Standard' level users who are assigned a task that was created by someone else can only add comments or edit the status of the task. The status of the task can NOT be set to 'Closed' or 'Void' by a user with this permission level unless that user also created the task.
  • Additional Information:
    • A task's 'Due Date' and 'Status' fields can also be quickly edited from the Tasks display table.
    • You can also change the status of a task when adding a comment. 
    • When a task is placed into the 'Void' or 'Closed' status, the system will no longer send automated email notifications for that task. 

Steps

  1. Navigate to the project's Tasks tool. 
  2. Locate the task you want to change the status of. 
  3. Click Edit. 
  4. Select a status from the Status list:
    • Initiated: Indicates the task has been created.
      Note: This is the default status. 
    • In Progress: Indicates work on the task has started. 
    • Ready for Review: Indicates the task is complete and ready for review. 
    • Void: Indicates the task has been voided. 
    • Closed: Indicates the task has been reviewed and the work has been successfully completed. 
  5. Click Save.

See Also