Managing Task Statuses in ClickUp

Introduction

This guide provides a step-by-step overview of how to change and customize task statuses in ClickUp. By following these instructions, you will be able to effectively manage your task statuses within different spaces and lists in ClickUp.

Step-by-Step Instructions

Overview of Task Statuses

In ClickUp, task statuses can vary across different spaces and lists. Here, you will learn how to access and modify these statuses.

Accessing Space Settings

To begin, navigate to the space settings by clicking on the three dots located next to the space name.

Checking Automations and Custom Fields

Within the space settings, you will have the option to check automations, add custom fields, and customize task IDs, particularly if you are tracking billing.

Navigating to Task Statuses

To customize the task statuses, click on the task statuses section. Here, you can either modify existing statuses or create new ones.

Customizing Task Statuses

You can choose from default statuses provided by ClickUp or create your own. Examples of task statuses include "Proposal Sent," "In Progress," "Paused," and "Not Interested."

Creating Custom Templates

If you wish to apply a specific set of statuses across multiple spaces, you can create a custom template that can be reused.

Accessing List Settings

For list-specific statuses, click on the three dots next to the list name and navigate to list settings.

Customizing List Statuses

In the list settings, you can customize the statuses based on your requirements. For example, you might have statuses for different engagement levels like "Two Hour," "Eight Hour," and "Four Hour."

Summary of Custom Statuses

To summarize, you can add custom statuses based on your specific needs, allowing for better task management tailored to your workflow.

Conclusion

By following these steps, you can easily manage and customize task statuses in ClickUp, enhancing your project management capabilities. Whether you are working within a space or a specific list, these instructions provide the tools needed to tailor the task statuses to your workflow.