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Task statuses

Customise a system status or create your own​

In CausewayOne Asset Management, task statuses are defined by the Task Statuses design. Several pre-made items of this design are included, which cover a range of scenarios. When someone creates/edits an inspection or job, they can set its Status attribute by choosing one of those items from a list.

Of course, you're free to create more items to define new task statuses according to your organisation's needs!

System task statuses​

The following Task Statuses items are included:

  • Proposed - the default status for new tasks.

  • Issued - the task has been assigned to a team or team member.

  • In Progress - the task is currently being worked on.

  • On Hold - work on the task is temporarily paused.

  • Completed - work on the task has finished.

  • To Invoice - the completed task requires invoicing.

  • Invoiced - the completed task has been invoiced.

  • Cancelled - work on the task is permanently halted.

System statuses are protected Core items, so they can't be edited or deleted. However, you can customise their icon and colour.

Create a task status​

To create a new task status item:

  1. Open the Designer dashboard card and select Create item to start the item creation process in the dashboard panel.

  2. For the 1 Select design step, choose the Task Statuses design and the Live collection.

  3. For the 2 Enter item details step, populate the following attributes:

    • Status - a distinct name that describes the current state of the task, e.g. Paused (Illness)

    • Status type - choose the type that corresponds to your new task status, e.g. On Hold.

  4. Select Next and then Create to finish.

For more detail, see Creating items.

The completed steps of the item creation process

Edit a task status​

To change the appearance of a task status:

  1. Select Search in the right panel menu to open the Search panel.

  2. If necessary, select to clear the previous search. Start typing task statuses and select the design when it appears.

    The search box displaying designs that match the typed keyword

  3. Select the desired item in the results to view its details.

    Search results listing items of the Task Statuses design

  4. Use the tab bar to switch to the Settings tab and select Edit at the bottom. Edit the following properties as needed and then select Save:

    • Icon - use the icon picker to change the icon of the status.

    • Colour - use the colour picker to change the colour of the status.

    Editing the Settings tab of a Task Statuses item

  5. If it's a custom task status (its context is Customer), you can also edit its attributes on the General tab.

    Editing the General tab of a Task Statuses item