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Creating a Status
Creating a Status

Learn how to create Statuses to indicate a Task's progress, as well as how to update a Task's status.

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Written by Team
Updated over 2 months ago

Statuses represent the stage a task is in throughout its lifecycle. These can differ between projects, as workflows often require unique steps. However, Nifty includes a default "Completed" status in all projects.

Here are some example status workflows:

  • General Workflows: To do, In Progress, Completed

  • Engineering: Backlog, To do, In Progress, QA, Ready for Release, Completed

  • Client Collaboration: To do, In Progress, Internal Review, Client Review, Completed

  • Copywriting: Backlog, Researching, Writing, Editing, Ready for Publishing, Completed

  • Sales: Lead Identified, In Contact, Proposal Sent, Negotiation, Closing, Completed

  • Ticket Resolution: New, Assigned, In Progress, Resolved, Awaiting Confirmation, Completed

Creating a Status

To create a new status:

  1. Use the +Add Task/Status/List button on your task board.

  2. You can drag and drop statuses on the Task board to rearrange them in your desired order.

3. Name the new status, then click Create Status.

Changing a Task's Status

You can update a task’s status in several ways:

1. Drag and Drop

In Kanban or Swimlane view of Tasks, tasks can be dragged horizontally to change the its status.

You can also drag and drop tasks into different Statuses when your List view is Grouped by: Status

2. Dropdown Selector

In screens such as List view of Tasks, and open task, an open Roadmap milestone, the Tasks screen of My Work, and All Tasks, a task's status can be updated via the dropdown menu.

In List views, this dropdown selector will be found as a column.

Within an open task, the status selector will be found near the top of the task.

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