You can change the status of the assigned Task from the
- Assignments Tab, or
- Board Tab.
To change the Task Status from the Assignments tab,
- Go to My Tasks tab, from Assignments,
- Click the edit button,
- In the Edit Task Assignment popup,
- Change the Status from the Status field and Save it
Note: You can update the status of tasks assigned to you from the My Tasks tab. Use the All Tasks tab to change the status of tasks assigned to the users who report to you.
To change the Status from the Board Tab
- You see the list of assigned Tasks in the Backlog list
- Click the pencil icon, change the status
- Click the Save button.
Now the Task Assignment status is changed and gets added to the correct column as per the status.
Default Task Statuses
- Backlog: When a task is assigned to a user, its status is set to New by default and appears in the Backlog list.
- Work: Once the user starts working on the task, update the status to Work, and it will move to the In Progress list.
- Test: When the task is completed and in its final stage, change the status to Testing, and it will be added to the Testing list.
- Done: After confirming the task is fully completed, update the status to Done. The task will then appear in the Done list.
Adding New Statuses
If you need additional task statuses in your org, please contact your Salesforce Administrator. New statuses can only be added from the back end, as there is no option to create them from the front end.
In an upcoming upgraded version of the TimeTracker application, administrators will have the ability to add new statuses directly from the UI.