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Can I edit the main workflow statuses?
Can I edit the main workflow statuses?
Intuit Practice Management powered by Karbon includes five main workflow statuses, which cannot be edited.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

No. You are unable to make any changes to the five main workflow statuses in Karbon—Ready To Start, Planned, In Progress, Waiting, Complete.

However, under each of these main statuses, you have the option to create and set your own customized sub-statuses to suit your firm's needs. You can then use the main statuses as a workflow guideline.

To apply the sub-statuses to your work, from the main menu:

  1. Click on Settings > Workflow

  2. Click on Work Types

  3. Click on the <Work Type Name> that you want to apply it to

  4. Check the box beside each of the sub-statuses you want to appear

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