How to create a new Task Status
To create a new Task Status, click the New Task Status button. This brings you to the editing page where you can:
- Sequence Status: Choose the order that the task status appears on the list
- Icon: Select the icon of the task status
- Task Status Text: Choose the name of the new task status
- Special Status: Select appropriate special status
- Stage Type: Select appropriate stage type
- Default Leadtime: Used when no leadtime is recorded against the lender or no lender is selected. Only applies to lead and normal stages.
- Show products on tabs: Choose whether you wish the
- Set as Application Sent to Insurer:
- Applies to Products: Select which products you wish the new Task Status to appear against.
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How to set Task Statuses against User Groups
It is possible to set specific task statuses to certain users, by the user group.
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Newly created statuses can default to off (hidden) for other user group. |
To control this user group view, follow these steps:
- Go to 'System Settings'
- Now select 'User Permission Groups & Set Permissions'
- Find the user group you wish to make a change against
- Under the column ' Set Permissions For', select the option 'Statuses'
- Toggle between Show/Hidden against each status
- Save you changes