Lists and Statuses work together to organize Tasks in various ways, offering different insights into your project.
Lists Group Tasks
Lists aggregate Tasks based on a common theme within the Project. This theme might represent:
Phases of the project
Different work streams
Roles or individuals responsible for executing the Tasks in the List
Website Examples of Lists might include:
Kickoff
Design
Development
Launch
Content Examples of Lists might include:
June Blogs
July Blogs
August Blogs
(and so on)
Creating New & Renaming Lists
The List View of a Project will automatically group your Tasks according to the Lists you create or rename.
You can create a new List three ways:
The + Add Task/Status/List button at the top of the Task board.
The Create a list action within a List dropdown in the List column of a Task. This option will automatically relocate this Task to the new List.
The + Add List button at the bottom of your Lists.
Editing & Renaming Lists
Your first List will be named Untitled List by default unless you are working off of a template. Lists can be renamed via the Rename option found in their option menu on hover. This can also be done in other Task views so long as your board is Grouped by: List.
Statuses Segment Tasks
Statuses are used to segment your tasks on the Tasks screen. If you create a project from scratch (without using a template), the default Statuses will be To Do and Completed.
The Kanban screen of your Task board will automatically group your Tasks by Status.
You might only need To Do and Completed Statuses. Some other popular Statuses include In Progress and Review. You can even assign someone to a Status, thus automating an assignee for a Review step.
You can create new Statuses via the + Add Task/Status/List button
Editing & Renaming Statuses
Statuses can be edited and renamed via their option dot menu in a Task view when it is Grouped by: Status (which is the default setting for the Kanban view).
Automating Task Assignments Based on Status
Adding someone to the assignment tile at the top of the Status will assign them to every Task that enters that step, such as a Review, Editing, or QA step in a workflow.
Seeing the Big Picture
With your Lists and Statuses built out, you can understand the classification of a Task (List) as well as the Progress of a Task (Status) all at once!
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