Adding Custom Task Statuses

Created by Niharika Pandey, Modified on Thu, 23 Jul at 5:12 PM by Advaith R

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A task status helps you assign a state to a task. Each status has different icons and colors that help you mark the progress of the task. Rocketlane allows you to use default task statuses, which include:

  • To Do
  • In Progress
  • Completed
  • Blocked

You can also add custom task statuses to your Rocketlane account based on the task stages and terms preferred by your team.

How to Add a Custom Task Status

  1. Go to Settings from the left navigation bar.
  2. Go to Task fields.
  3. The Task Fields page lists all the data fields for a task. These include the default fields and the custom fields. The default fields are always set to enabled.
  4. To edit the Task Status field and add more status options, click the More actions icon next to the Status field.
  5. Click Edit.
  6. From the Edit Task field dialog box, click Add option under the Choices section.
  7. You can customize your new task status option and its icon. Change the color of the icon based on your preference.

    Add a task status name. Then, choose from the default task status icon options to edit your status icon.
  8. You can drag and drop the new status option to change the order in which it appears. Click and hold the icon on the left of the task status option.
  9. Click Save to save the newly added task status option.

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