Articles on: Selling Services

Statuses

This section will cover all you need to know about 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. They indicate the progress of the request, i.e. on what stage of development the request is.

To edit or add available Statuses, select Services in the left-hand side panel and choose Statuses from the drop-down menu. On the new page, you’ll see a list of available Statuses. You can edit them or delete them entirely.

To create a new Status, select the "Create Status" button right next to the “Statuses” headline. There, a new pop-up window will show up with available options for Statuses.

creating new status

As you can see, a Status consists of:

Name
Description
Icon
Color

If you want to choose a custom color, you can do that by checking the “Set advanced color” toggle.

Using Statuses In Workflows



To see which Statuses are available inside each Workflow, select Services in the left-hand side panel and choose Workflows from the drop-down menu. On the new page, you can add and delete Statuses, as well as change their order.



Note that all Statuses are visible to clients by default.

If you want to change the visibility:
go to Services → Workflows,
select the "Edit" button on the far right of the Workflow you want to adjust,
on the new page, scroll down to the “Additional Settings” section,
find the “Statuses visible to clients” section. To disable that option, toggle the button.

statuses visible to clients

If you want to learn more about Workflows, read this article.

Updated on: 11/10/2023

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