Overview
Task statuses allow you to quickly communicate the progress of a task. If you have permission to view or edit tasks, you can view or update statuses from the following places in Kantata OX:
- Task side panel
- Task Tracker
- Global Task Tracker
- Boards
- Gantt
The following statuses are available for tasks by default:
| Task Status | Color | |
|---|---|---|
•NS |
Not Started | Grey |
•ST |
Started | Green |
•NI |
Need Information | Red |
•CO |
Completed | Blue |
NOTE
Some actions that you take on tasks will automatically update task statuses:
- Updating the percent on a task with a Not Started status type changes the status to Started.
- Changing the percent to 0% on any task changes the status to Not Started.
- Adding a time entry to a task with a Not Started status type changes the status to Started.
- Changing the percent complete of any task to 100% changes the status to Completed. Inversely, changing to a Completed status type updates the percentage to 100%.
- Adding a new subtask or moving an existing subtask to a parent task with a Completed status type may change the status of the parent task to Started or Not Started, depending on the status type of its subtasks.
- Adding a new subtask or moving an existing subtask to a parent task with a Not Started status type may change the status of the parent task to Started or Completed, depending on the status type of its subtasks.
- Removing all subtasks but one of the subtasks will update the parent task to be the same task status.
- Making any of the above changes to a subtask will also affect the status of a parent task.
- Updating the Task Status, Task Budget, Task Estimated Hours on a subtask that has a parent task with a Completed status type changes the status of the parent task to Started or Not Started, depending on the status type of its subtasks.
For Premier and Enterprise plans, these statuses appear on all task types and you can add custom task statuses that can appear alongside them.
For all other plans, any tasks with the issue task type will have a completely separate set of statuses only available for issues that do not include these 4 default statuses.
Custom Task Statuses
An Account Administrator can create custom task statuses in the account settings. Other account members can also be given access to view or manage task status sets. After they’ve been set up, these sets can be applied to projects.
Each custom task status will have a status type, which matches the 4 default statuses outlined above. You can determine the status type of a custom task status based on its color—grey, green, red, or blue.
Issue Statuses
Plans that do not have the Task Status Sets feature available have a separate set of statuses for issues:
| Task Status | Color | |
|---|---|---|
•NW |
New | Grey |
•RO |
Reopened | Grey |
•IP |
In Progress | Green |
•BL |
Blocked | Red |
•FX |
Fixed | Yellow |
•DU |
Duplicate | Blue |
•CR |
Can't Reproduce | Blue |
•RD |
Resolved | Blue |
•WF |
Won't Fix | Blue |
Comments
1 comment
This article has been updated to include information on custom statuses (available now in Early Access), issue statuses, what permissions are required to update task statuses, and what task changes can automatically update task statuses.
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