Statuses
This section will cover all you need to know about 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.
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.
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.
If you want to learn more about Workflows, read this article.
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.
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.
If you want to learn more about Workflows, read this article.
Updated on: 11/10/2023
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