Statuses let you track how rows in your list are progressing. Statuses can be assigned to different participants, to specify who needs to take action on a row.
In this article
Adding status columns
Add a status column to your list by using the '+' button on the right.
Select 'Status' under the type drop-down menu.
Under "Copy statuses from", you may see several pre-configured workflows.
✋ Workflow names come from the name of the status column in your matter.
⚠️ Workflows are not linked to one another, but they can be duplicated. This means that changes to a workflow in one list won't impact the same workflow used in another.
If you'd like to duplicate any of your current workflows, please choose the relevant one from the drop-down menu as shown below.
To set statuses from scratch, select 'Start from empty column' from the dropdown (Note: We recommend that you do this for every new status).
Give your status a name and a description (this is optional).
Permissions can also be determined by who can view and set statuses in the column.
By default, all participants who can access the list can view and modify the statuses of the list items they can see. This includes organisations as a whole or specific users.
You may want to amend this so only matter administrator(s) can change the status. If you wish to change the permissions for this setting, please deselect the organisations/users from the list as shown below.
Click the 'save' button once you are happy with the changes.
Once you have filled out all the fields, click 'add'.
8. The status column will appear in your checklist is shown below.
Creating a status workflow
If you select 'Start from empty column' when adding your status column, there will be no existing statuses. To add your own and create your workflow, follow the steps below.
Click on 'Select status' and then on the arrow icon.
Click on 'Edit statuses'.
Type the status title into the text box and press the '+' button.
You can continue to add as many statuses as you want to a workflow by following the steps above.
Editing statuses
Click on the status item and then select the arrow icon.
Then click on 'edit statuses'.
You can now take a number of actions on the status
Change status colour Click on the colour bar beside the status name to change the colour of the status. |  |
Rename status Click on the pencil icon to rename the status |  |
Allow participant assignment This adds a drop-down to the status, which allows you to assign a role, organisation or user to the status |  |
Do not allow participant assignment This removes the drop-down from the status, which means that there is no ability to assign a role, organisation or user to the status |  |
Refer to checkboxes for participant If you have assigned checkbox approvals, then this option will change the dashboard page so that this status shows how many unchecked approvals remain.
For example, if a row has been set to the status 'under review' and there are two approval columns - one ticked and the other unticked.
The dashboard will show that one approval is outstanding |  |
Delete a status Select the bin icon to delete a status
⚠️ This action is permanent |  
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Change who can set the status Click the padlock icon to edit permissions for a status. |   |
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