Additional Status Type (Active, Completed, Deferred, Cancelled and Misc)
My organization has decided to use tasks in lieu of projects in many cases to allow for dependencies. Many of our "projects" are a part of larger projects or events, so tasks make things easier to organize and recreate. That being said, with all the extra parent task, some "Active" to-do lists had been getting overloaded with unnecessary fluff. To remedy this, I created a number of "Deferred" status to clean up the dashboards (example pictured).
If a fifth status group (with similar properties as the "Active" group) is added, that would alleviate a large number of our problems with clutter and reduce widget setup time. In the "Misc" status group, we could put our parent task statuses, event statuses and Meeting Notes/Reference Material statuses.
Totally agree! I have wanted a 5th status group as well. Different use cases - mainly just so I could bucket statuses into it so that selecting them all at once would be faster. But, the same end result. It would be awesome if I could create custom status groups. #upvote
I would like to move Deferred Group before Completed; is this possible?
Hi Thomas McColl, you can create a custom workflow with the order you'd like to have. Please let me know if this helps.
HI
I have created a couple of Custom Workflows but can find no way to re-order the Statuses.
Might be missing something but the link didn't seem to address this specifically.
Tommy
Hi Thomas McColl, thank you for the clarification, it's correct that you cannot reorder the statuses on the Board View itself. My suggestion was to create a custom workflow in the order you'd like to see the Board View. Then you can apply that as default workflow to a Space.
Hi Cansu and thanks for the reply.
I've created a custom workflow but can't see where I can re-arrange the Board.
Where is the option to do so?
Thanks
Tommy
Hi Thomas McColl! Once the workflow is created, you can't rearrange the order of the statuses. That's why Cansu mentioned creating the workflows with the preferred order of statuses. Or maybe you mean something else by rearranging the Board? Please let me know 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
I wish to re-arrange the boards
Thanks for the screenshot Thomas McColl, I understand now! This isn't possible currently, but the team is researching the possibility to add this option to Boards in the future.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover