"Task Status" - custom status set up

Snezhana Mikhaylyuk · 04/11/21

I used the "Project Tracking and Rollup template set to get started on tracking certain tasks for a project. it looked like it came with pre-populated options for task status (On Hold, In Progress, Not Started, Complete, Canceled). I added a couple of my own statuses (see attachment) but the task rollup report only shows those prepulated statuses and only counts the tasks that are marked by those. My tasks that are marked with the custom statuses aren't included in the task count at all. Do I have to set up the list of task statuses somewhere? Or am I only stuck using the current list?

Task Status capture.JPG

Andrée Starå · 04/12/21

Hi @Snezhana Mikhaylyuk

I hope you're well and safe!

You'll have to add the new options to the sheet summary section in the project sheet (+ template) and add it to the Task Rollup report (+ template) as well.

Make sense?

Screenshot of Google Chrome (2021-04-12, 08-38-35).jpg

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 04/12/21