Shared guide

How to create custom statuses

Step-by-step guide covering: Click the BoardLeads section; Click the 'Working on it' status; Click the Edit Labels button; Click the Add Label option.

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Step-by-step Guide6 steps
  1. Click the BoardLeads section

    This action will open the BoardLeads area where you can manage your leads and track project boards more effectively.

    Click the BoardLeads section
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  2. Click the 'Working on it' status

    This action updates the status of the selected task, allowing you to review its progress or take further action if needed.

    Click the 'Working on it' status
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  3. Click the Edit Labels button

    Clicking this button allows you to modify the labels associated with a task in your Leads workspace, helping you categorize and prioritize your tasks effectively.

    Click the Edit Labels button
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  4. Click the Add Label option

    This action allows you to create or assign a new label to the selected task, helping you categorize and manage your tasks more effectively.

    Click the Add Label option
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  5. Type 'Waiting for review' in Add Label

    Enter 'Waiting for review' in the Add Label input field to categorize tasks in the Leads section appropriately. This label helps track the status of tasks awaiting further evaluation or approval.

    Type 'Waiting for review' in Add Label
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  6. Click the Apply button

    This action confirms and saves the status change for the selected task in the Leads section. Your changes will reflect in the task's status, helping to manage workload effectively.

    Click the Apply button
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