Create, edit and use task statuses

You are here: InLoox Support Knowledge Base Online Help InLoox Web App 11.0 All Topics | InLoox 11 Web App InLoox Account Settings General Organisation Settings Create, edit and use task statuses

You can define the task statuses, which are also used as column names in the Kanban, centrally for the entire InLoox account.

The following three statuses are stored as default:

  • Not started
  • In progress
  • Done

The order corresponds to the order of the Kanban columns. The lowest task status corresponds to the last Kanban column and is defined as "done" by InLoox, regardless of the name.  

IMPORTANT Changes to the task status are not applied to existing projects! They only take effect when a new project (new or changed Kanban column) or a new task is created.

Add a task status

  1. In InLoox Web App, click your profile picture in the bottom left corner.
  2. Click on Settings.
  3. Click Organization.
  4. Under the General tab, you can click New under Task Status on the right to add a status.
  5. In the Add task status window, enter the new name in the Task status name field.
  6. Click Save.

Now you can still select a color for this new status. Click on the color field and either use the color picker or enter RGB numbers.

Edit a task status

  1. In InLoox Web App, click your profile picture in the bottom left corner.
  2. Click on Settings.
  3. Click Organization.
  4. Under the General tab, you can go to the name field of a status under Task Status and type the new name.
  5. Or change the color by clicking on the color field and selecting a new color.
  6. Click Enter to confirm the entry.

Change the order of the task statuses

  1. In InLoox Web App, click your profile picture in the bottom left corner.
  2. Click on Settings.
  3. Click Organization.
  4. Under the General tab, you can drag and drop a status to a different position under Task Status.

IMPORTANT The last position always corresponds to the status "done", regardless of how the status is named.

Delete a task status

  1. In InLoox Web App, click your profile picture in the bottom left corner.
  2. Click on Settings.
  3. Click Organization.
  4. Under the General tab, you can click the red trash can on the right under Task Status to delete a status.
  5. Confirm the deletion by clicking Yes.

Use a task status

The new task status can now be selected by all InLoox users in your account for the project tasks.

  • In the cross-project task list, you can show the Status column, filter it and group the task list by it.
  • In the reports, the Task Status record is also available.
  • In the dashboards you can use the task status for data visualization.

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