Changing Task Status in Board View
TL;DR
Board view (available on all account types) lets you easily change task statuses and track project progress. Change a task's status by dragging and dropping it into the desired status column, or by clicking the task's three-dot menu, selecting "Change status," and choosing a new status. Updates apply across all views.
| Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
| Availability: Free, Team, Business, Pinnacle, Apex. ; Unavailability: ; |
All users on all account types can use Board view.
In Board view, it's easy to change task statuses and have an overview on work progress in the project, folder or space.
Using drag and drop
- Click a task and don't release the mouse button.
- Drag and drop the task to the appropriate status column.
- The status of the task will automatically update to reflect the status of the column you move it to.There can be exceptions like locked transitions that don’t allow certain changes.
Using the three-dot menu option
- Hover over a task 1 whose status you want to change.
- Click the three-dot menu 2 button.
- Click Change status 3.
- Select the status from the dropdown 4 menu that appears.
Your task status is updated and will be reflected in all views.