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.

-Task Statuses

-Edit Task Status

How to set Task Statuses against User Groups

It is possible to set specific task statuses to certain users, by the user group.

Newly created statuses can default to off (hidden) for other user group.

To control this user group view, follow these steps: