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Adding New To-Do Item Statuses (Admin Only)

Updated over 3 months ago

To-Do Item Statuses are key to knowing an Activity's progress. In addition to the standard values in the Status dropdown ("In Progress," "Not Started," and "Not Required"), an Edit User may add to this dropdown list to represent different stages in the process.

To add additional items, navigate to Admin > Lookup Lists > Lookup Items.

Once the Lookup List Item Screen is available, scroll down and click on To-Do Item Status. This will present the To-Do Item Search Results Screen showing the currently available Statuses.

To add a new status, click on New To-Do Item Status.

Type in the new Status and then decide if the Status is current or not. "Current" means that the To-Do Item should still be active and require completion by its relevant assignee(s).

Once these details are confirmed, click Save.

The new Status will then be available within the Status dropdown for To-Do Items.

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