Managing status sets

In App Settings, you can create, edit, and delete status sets.

To manage status sets in App Settings:

1. In any checklist view, select Settings, then Go to App Settings.

   

2. In App Settings, select the Status Sets tab.

   

Creating a status set

In addition to the default Standard set, you can create additional sets, up to 100 total.

To create a new status set:

1. Click Add set. In the window that appears, complete the following fields:

   • Enter a status set name: Enter a name for the set. It must be different from existing status sets.

   • Enter a description (optional): Enter a description for the set.

   • Enter a status name: Enter a name for the status. The set must contain at least one status, up to a maximum of 20. To add a status, click + New status. To remove a status, click the Remove button.

     

     • To change the status' colour, click the flag icon and select a colour from the window that appears.

       

Editing a status set

Sometimes you might want to edit a status set’s properties, or add or remove statuses to fit your needs.

To edit an existing status set:

1. Click the Edit button in the set’s window.

   

2. In the editing window, you can do the following:

   • Click the Remove button in the top right to delete the whole set

   • Edit the set name

   • Edit or delete the set description

   • Click and drag the handle (on the left) to reorder the statuses

   • Click a flag to change its colour

   • Edit the status names

   • Click the Remove button next to a status to delete it

     

3. Click Save.

Deleting a status set

If you don’t need a status set anymore, you can delete it.

To delete a status set:

1. Select the Remove button in the status set.

   

2. When you're prompted for confirmation, select Remove.