Skip to main content

Setting Up Task Statuses

This article is for admin and TC roles only.

Alex Masterson avatar
Written by Alex Masterson
Updated over 10 months ago

The information in this article is accessible only by Admin and TC users in Sisu.

There are 4 available task statuses:

  • To-Do

  • In Progress

  • Completed

  • Not Applicable (must be enabled)

While you can't add new statuses, you can change the names and colors of these 4 statuses to your liking.

Topics in this article:

Customizing a Task Status

You can change the default name and the color associated to a task status. However, changes you make won't change how the status works. For example, you could rename the Completed task status to To-Do, but the task status will still mark tasks as complete in the system.

  1. Go to Admin > Tasks.

  2. In the menu on the left, click Task Statuses.

  3. In-line with a status, click Edit.

  4. Change the name and/or color, and then click Update.

Enabling the "Not Applicable" Task Status

The Not Applicable status works like the Completed status, telling Sisu that a task no longer needs to be completed. It also makes it clear that the task wasn't completed because it wasn't applicable to the transaction.

  1. Go to Admin > Tasks.

  2. In the menu on the left, click Task Statuses.

  3. In-line with Not Applicable status, click Enable.

Did this answer your question?