Customize Task Statuses

Steps

1. 1

   As a manager, open a saved task from /tasks and click Edit. At the bottom, click Manage statuses to open the dialog.

2. 2

   You can also reach it from any live task: open the instance from /tasks and click Customize statuses at the bottom.

3. 3

   Saige seeds your practice with four defaults: Not done, Completed, Missed, and Needs attention. The first two are system options; you can rename or remove the others.

4. 4

   Click Add status, type a label, pick a color, and toggle Completes step if landing on this status should mark the step done. Save to add it to the rotation.

5. 5

   Staff and managers cycle through the statuses by tapping the circle on each step. The cycle wraps in the order shown in the dialog, so reorder however you'd like.