Articles on: Selling Services

Statuses

Roles That Can Manage Statuses: Admin, Owner


Statuses


Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page.


Statuses indicate the progress of the request.


Table Of Contents


  1. To Create A New Status
  2. To Edit Or Archive Available Statuses
  3. Using Statuses In Request types


To Create A New Status


  1. Select Statuses in the left-hand side panel and choose Statuses from the drop-down menu.
  2. On the new page, select the "Create Status" button in the top right corner.



  1. You'll be taken to the next page, where you can set the new Status':


  • name,
  • description,
  • and color.



Choose the color from the 11 default color options or set a custom color for both the background of the Status, as well as its text.


  1. Select the "Create" button on the bottom of the page to save the new Status.


To Edit Or Archive Available Statuses


  1. Select Statuses in the left-hand side panel.

On the new page, you’ll see a list of available Statuses.



Then:


  • To edit an existing Status: select the pencil icon on the far right of the Status you want to edit, make the changes, and select the "Update" button to complete the process.
  • To Archive an existing Status: select the box icon on the far right of the Status you want to hide.


  • You can restore a status by accessing the archive view on this page and clicking the round arrow icon next to the status.



Using Statuses In Requst types.


To use Statuses in Request types:


  1. select Request types tab in the left-hand side panel.



  1. on the new page, select the Request type you're interested in,



  1. there, you can add and delete Statuses, as well as change the state you want them to fall under by dragging & dropping.



Statuses fall under three states: Pending, Active, and Completed.


The Pending, Active, and Completed states help organize your requests better, which is best visible when viewing your requests on the Kanban board.



You can drag & drop requests directly on the Kanban board, without having to change the Status of each request individually.


Note that all Statuses are visible to clients.




Updated on: 08/12/2025

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