Work Status Add-On

Overview of how to manage the Work Status dropdown list when updating tasks.

Transcript:

Welcome to Project Insight! In today's video, we'll be talking about the Work Status add-on. Work statuses are used to update the percent completion of a task. In Project Insight, the default work statuses available are Not Started, Started, In Progress, Almost Done, and Done.

As you can see, there is also an additional canceled work status that I have added myself. To access the work status configuration and create your own work statuses, navigate to your My Insight menu and click on Add-ons. Once on the Add-on screen, go to the Work Status add-on. If you don't already have the Work Status add-on installed, click on Get More Add-ons and find it there. Click Configure, and you will be brought to the Work Status Types page.

Going over the columns, the first is the Name. You can edit this by simply clicking on it, which will enable inline editing. The second column is the Work Percent Complete column, which shows the work percent complete that a work status is associated with. For example, if I set a task to Started, the work percent complete would change to 25%. Moreover, if I change the work percent complete to 25%, the task work status would change to Started. The Display Order is the order in which the work statuses are displayed when selecting from them.

The Color column indicates the color that the work status is associated with. The Updated By column shows who last updated that specific work status, while the Updated Date column shows the date the work status was updated. The Kanban determines whether a task with this work status will show up on the Kanban board view. To learn more about this, you can refer to our Project Views documentation. The Task Active State determines whether that task is active if it has this work status. Active simply determines whether or not this work status is available to be chosen from.

As you can see, I have created a new canceled work status. However, this canceled work status will show up in the Kanban, and when applied to a task, that task will be active. We want to change this, as if something is canceled, it will not be active and we do not want it to show in the Kanban board. However, we will still leave this last column as active; otherwise, we would not be able to select this work status on tasks. Click Save—this is how you edit a work status.

To add a new work status, simply enter the name of your work status in the empty Name column at the bottom of the table. We'll call this work status “Almost Done.” We'll set the Work Percent Complete to 90%, leave the Display Order blank, and leave the Color blank as well. We'll say yes, we want it to show up in the Kanban, and yes, we want the task to be active when this is selected. Finally, we’ll confirm that this is an active work status. Click Save, and you've created a new work status.

The last thing I'm going to show you is the Work Status Default for In Progress. This work status is set when no other mapped work status can be found, and by default, it is blank. However, you're able to select any of your pre-existing work statuses. And that's all you need to know to use the Work Status add-on in Project Insight!