Task statuses configuration

The task statuses in LiveSpace allow for quick filtering the tasks in terms if the selected type and controlling the stage of realization of the tasks of a given type. By default, task statuses are inactive and need to be set up manually.


How to run the task statuses support?

To turn on tasks statuses, go to the Account Settings > Calendar and tasks > Task statuses and switch on Turn on task statuses option.Włączanie statusów zadań w LiveSpace CRM

The default LiveSpace tasks statuses are:

  • Pending
  • Realization
  • Verification
  • Accepted

You can also modify and expand the default task statuses.

Adding a new task status

To add a new task status, go to the Account Settings > Calendar and tasks. You will see a list of all currently available statuses in the Task statuses section.Lista statusów zadań w LiveSpace CRM

Select the Add status, then specify its name and choose the color to be displayed for the tasks with the given status.Tworzenie własnego statusu zadania w LiveSpace CRM

Editing a task status

In a way similar to that described above you can edit the already existing task status. Use the edit icon 28-edytuj-typ-zadania beside the status name.