Statuses for Folders

  • Updated

Certain scenarios require that Folders have different statuses than their parent Spaces. In just a few simple steps, you can implement statuses for your Folders that will delineate your workflows on a whole new level.

How do Folder Statuses work? 

By default, Folders inherit status settings from the Spaces in which they are located. 

You can override this and add statuses at the Folder level using the sidebar menu. 

  1. Click the ellipses ... next to the Folder you're adding statuses to

  2. Select Statuses from the Folder Settings menu

  3. In the Edit statuses window select the Custom tab

  4. Choose existing statuses or click Add Status to create your own

  5. Click Save

Note: You can also edit your Folder’s statuses in Task View by selecting the Gear icon in your status dropdown menu.

An image showing how to edit a Folder's statuses from task view

Conflict Management

Whenever you move a task to a Folder that does not have the same statuses, you'll be presented with an option to convert your old task statuses to the new Folder's statuses.

Just select the new status you'd like the task to adapt and press Done!

Image showing how to convert statuses when moving tasks to a different location.

Done Statuses

Do you have tasks in statuses that are pretty much done, but you don't want to close them? Make those statuses "Done" statuses in just a few steps!

Read more about how to mark a status as "Done" here!

FAQ: If you're having trouble identifying the source of some of your custom statuses in Board View, check out this doc!

Additionally, you can use Folder colors for tracking the status of projects. Use RAG tracking to determine if a project is At Risk (Red), Behind (Amber) or On Track (Green).

Any Folder color you've used will automatically show in the Portfolio widget on your Dashboard. Sort this widget by Folder color to easily see how projects are moving and keep your organization on track!

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