Créer et modifier des éléments personnalisés projet statuts

Custom job statuses enhance workflow transparency and help address any blockers efficiently. They can be set up for each pipeline individually, either in advance from the pipeline editing page or directly from a job card as needed. In this article, we’ll tell you how to create, edit and delete custom job statuses.

Créer des statuts personnalisés

Des statuts personnalisés sont créés pour chaque pipeline . Cependant, lorsque vous avez déjà créé des statuts personnalisés pour un pipeline , il est très facile de les transférer vers les autres car les noms de statut seront pré-remplis.

1. You can create custom statuses from the pipeline editing page or from any job card in a pipeline:

• From pipeline editing page: Go to the Job statuses tab and click + Add status to the right of the Custom job statuses section.

• À partir de la fiche projet : Dans la section Informations projet , cliquez sur la liste déroulante du statut et sélectionnez + Nouveau statut .

2. Fill out custom status details and click Add:

a. Name: The name displayed as the custom status on the job card and in the pipeline. When you type a name, look at the suggested names taken from the existing statuses in other pipelines. If the status names in different pipelines match, you can filter jobs with the same status name across different pipelines. For that, titles must be 100% matching—capitalization matters.

b. Color and icon (optional): Select a color and icon for this status. The selected color and icon will be displayed on job cards in the kanban view and in the status selector, making it easier to identify jobs with this status at a glance.

c. Description (optional): Details to explain the meaning of the status.

d. Add automations: Configure automations to trigger when the status is applied to a job. Add all the automations you might need, then select only the relevant ones each time you apply the status. You can also manually link automations to the custom status after selecting it.

Modifier les statuts personnalisés

Pour apporter des modifications à un statut personnalisé existant, procédez comme suit :

1. Go to the Job statuses tab of the pipeline editing page .

2. Click the pencil icon to the right of the custom status in the Custom job statuses section.

3. Make your changes and click Save.

Les statuts personnalisés étant spécifiques à chaque pipeline , les éditer en masse n'est pas possible.

Supprimer les statuts personnalisés

Pour supprimer définitivement les statuts personnalisés, procédez comme suit :

1. Go to the Job statuses tab of the pipeline editing page .

2. Click the trash icon to the right of the custom status in the Custom job statuses section.

3. Confirm deleting.

Note

Once you delete a custom status, jobs assigned this status will become active.

Qui peut faire ça ?

A firm owner, admin or team member with access rights to manage pipelines can create, edit and delete custom statuses. Learn more in the detailed article on employee access rights .

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