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.

Table Of Contents

1. To Create A New Status
2. To Edit Or Delete Available Statuses
3. Using Statuses In Workflows

To Create A New Status

1. Select Services 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.

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

• name,
• description,
• and color.

4. Select the "Save changes" button on the bottom of the page to save the new Status.

To Edit Or Delete Available Statuses

1. 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.

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 "Save changes" button to complete the process.

• To delete an existing Status: select the trash can icon on the far right of the Status you want to delete and confirm your choice by selecting the "Delete" button in the confirmation popup window.

Using Statuses In Workflows

To use Statuses in Workflows:

1. select Services in the left-hand side panel and choose Workflows from the drop-down menu,
2. on the new page, select the Workflow you're interested in,

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

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.

If you want to change that visibility:

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

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

Updated on: 12/09/2024