In this guide we’ll walk you through how to set up and use our unique feature of custom task statuses. Not all tasks look or can be classified the same. Administrative, consultative, and billing all require different steps, so why shouldn’t that be reflected in their statuses?
Out of wanting to address this discrepancy, we’ve developed a way to assign different statuses based on the task type within Legalboards. Now you can give as many custom task statuses and task types you need for your work.
If you’re more of a visual learner, check out our video guide below, or on YouTube. If you need more explanation on how to get started within Legalboards, check out our support portal for more help.
Creating Custom Statuses by Type of Task
In Legalboards find the icon on the left side of the screen titled “tasks” and select it. This will pull up tasks by their type where columns represent the different task statuses. In our example, we have the task types of general and external, but we can also choose to view all tasks by toggling the board title.
You can see for our example’s general tasks have the statuses of to-do, in progress, waiting, and done. Compare that to the external task board where the task statuses are waiting, review, adjust, and complete. Regardless of which task type you view, you’ll be able to easily see your tasks and their status.
Let’s hover over the task title until the sub-menu appears. From there, click on the “config tasks” button, as seen below.
Parameters Menu: Creating a New Task Type and Changing Status
By clicking the config tasks button, you’ll be taken to the parameters section of account settings. Within parameters, you can create new task types and customize certain fields.
To create our new task status, click on the new item button where a sub-menu called “new parameter” will appear. In this menu let’s name the new task type “billing”. When you go the billing task board, the default statuses are to-do, doing, and done.
While that can be sufficient, giving tasks specific statuses helps to stay organized and keep matters on track. Using statuses that truly reflect the tasks they are associated with helps you to visualize the work being done and keeps you and your team informed.
So, let’s change those statuses to reflect the example billing process. Let’s use invoice, sent to client, and approved instead of to-do, doing and done.
Changing Tasks Within a Board
If you want to change your task type and the status associated with it, go to any board and click on a card. From there, the card information will be brought up where you’ll select the task section, where you can create a new task or edit an existing one.
Now you’ll be able to change the task type or specify more information about that card. In the “type” section, select the task type associated with the card. In the example, our person belongs within the billing task type so we selected “billing”.
Once you have specified a task type, you can now specify a task status. In our example, we’re going to assign this card the status of “invoice” and then hit save to complete this task customization.
Didn’t find what you needed? Check out our support portal, contact our team, or check out our other resources for help using Legalboards.
