Views and boardsUpdated
Edit statuses
Add, rename, recolor, reorder and delete the statuses or stages on a board, such as deal stages or task statuses, and move records when you delete one.
Statuses are the columns of a board, such as a deal's stage or a task's status. Change them to match how your work moves.
Things to know
- Statuses belong to the board, so a change applies to everyone in the workspace.
- Any member can edit statuses.
- The window edits the field the board is grouped by. On Deals that's Stage. On Tasks, it's Status.
- Invoice and credit note statuses are fixed and can't be edited.
- Deals start with New, Discovery, Proposal, Negotiation, Won and Lost.
Open the status editor
- Open the board, for example CRM > Deals, in the board layout.
- Hover over any column header and click Group options (the ⋯).
- Click Edit statuses….
The window is named after the board and field, such as Edit deal stage or Edit task status.
You can also open it from Filter > Edit statuses… when a list is grouped.
Change your statuses
In the window:
- To rename a status, type over its name.
- To recolor it, click its color ring and pick a color.
- To reorder, drag a status by its handle.
- To add one, click Add status. It's added as New status for you to rename.
- To delete one, click its trash icon. If records use it, choose a status to Move them to, or Leave unset.
Each status shows how many records use it. Click Apply changes to save. Records and filters update to match.
Go back to the defaults
Click Reset to defaults in the same window. This puts the board's original statuses back straight away.