Task statuses are a way to add a status to each task within a close! These can help you keep a high-level understanding of where each task is at, both in the close itself and on your Task List.

To customize your close statuses:

You are able to edit current statuses by clicking on the name and saving from there.

Within a close, you can update the status of the task by clicking into the status box. Checking the circle to the right of the task will automatically update the status to 'Done.'

From the Task List, you can click into the cell to choose the corresponding status.

On the Client List, tasks are sorted into columns by their sections. Click into the corresponding cell to see the list of tasks! From there, you can select statuses from the drop down menu to the right of the task.

There may be periods where a certain task does not need to get done, a task falls behind and does not need to be completed. For these types of tasks, you can select the "Canceled" status.