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Customize workflow statuses for work types
Customize workflow statuses for work types
Adding custom workflow statuses lets you tailor your job pipeline to your company's needs.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Customized workflow statuses can be used with each work type. To set up or edit these statuses first go to Settings > Workflow > Work Types. By selecting the (...) to the right of the Work Type and then “Edit” a menu will appear allowing users to select the specific set of statuses for that Work Type.

If a specific workflow status does not show up in the list for a work type, use the instructions above to edit the Workflow Statuses in the Work Type.

Best practice tip:
Take the time to think about workflow statuses should be defined across all the work your company performs. Use this
workflow custom statuses worksheet  to help plan and build your company's workflow statuses.

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