What Are Statuses?
Statuses describe the stage of an item’s progress — a task, email, customer, contact, or sales opportunity. Each status has a name, color, category, and display priority.
Status Categories
Each status belongs to one of four categories:
- To Do (todo) — the item is waiting to be started
- In Progress (in_progress) — work is underway
- Ready (ready) — the item is ready for review/acceptance
- Done (done) — the item is closed
Categories are used in the Kanban view — board columns correspond to categories.
Module Availability
A status can be used in selected modules:
- All modules — by default, a status is global
- Tasks — task statuses
- Emails — email statuses
- Customers — CRM customer statuses
- Contacts — contact statuses
- Sales opportunities — deal statuses
Statuses and Teams
Statuses can be assigned to specific teams. This way, each team sees only the statuses relevant to them. If a status is not assigned to any team, it is available to everyone.
Closing Status
A status can be marked as closing (closed: true). Setting a task to a closing status automatically marks it as closed.
Creating a Status
- Go to Tasks → Statuses
- Click + (New Status)
- Fill in:
- Name — unique within the account
- Category — To Do, In Progress, Ready, or Done
- Color — display color (hex)
- Closing — whether setting this status closes the item
- Modules — where the status should be available
- Teams — optional restriction to teams
- Save
Display Order
Statuses are displayed by priority. The order can be changed using the up / down buttons on the status list.
Deleting a Status
When deleting a status that is in use, the system requires specifying a replacement status — all items with the deleted status will be moved to the new one.
Counters
Each status has counters showing how many items are in that status:
- Number of tasks
- Number of customers
- Number of contacts
- Number of deals
- Number of emails
Important Information
- The status name must be unique within the account and type
- A status can be deactivated without being deleted
- Changing a task’s status is recorded in the activity history
- Closing statuses automatically set
closed: trueon the item