Defining Task Type Statuses

A Task receives its Status options from its assigned Task Type. You define the status options on the Task Type's Status tab. Follow these steps to add a status option to the Task Type:

1. Open the Task Type record, if not already opened.
2. Click the Status tab.
3. Click the New button in the toolbar to open a new Status record.
4. Enter the name of the status.
5. Enter an optional description.
   
   
6. If this status indicates a closed state (that is, no more work is required on a task), select the Closed check box.
   
   • When a user sets a task to a status that indicates a closed state, the fields on a Task record's General tab become unavailable and can no longer be updated.
   • When a task is saved with % Complete of 100 percent (that is, the work is complete and the task should be closed), Aptify automatically sets the status of the task to the first status that indicates a closed state on the Status tab. Keep this in mind when adding more than one closed state status option to a particular type of task.
     
     

   

7. Click OK to save and close the record.
8. Repeat Steps 3 to 7 to add additional status types.
   • Alternatively, you can select the OK and New option and click to save the current record and open a new Status record in one step.
     
     

   

9. Click the General tab and enter the name of a status type in the Default Status field.
10. This is the status that new tasks of this type will use by default.
11. Save the record.