Create or edit a status for a group
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Click the Main Menu icon
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In the left panel, click Groups
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Click the name of the group where you want to create or customize statuses.
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In the left panel, click Statuses.
If the group you are viewing is a top-level group, the list that displays includes the following:
- System-level locked statuses.
- Custom statuses already created for the group.
In addition, if the group you are viewing is a subgroup, the list also includes:
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Locked statuses belonging to the groups above the subgroup.
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Unlocked statuses that belonged to the groups above the subgroup when it was created.
After a subgroup is created, unlocked statuses that are created in the groups above it are not included in the subgroup’s status list. However, if someone locks one of them later, it is then included in the subgroup’s status list. For more information, see How groups inherit statuses.
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Select the tab of the object type (Project, Tasks, or Issues) that you want to associate with the status.
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(Conditional) If the status is an issue status, make sure that Master List is selected.
For information about customizing the other issue types (Bug Report, Change Order, Issue, Request), see Customize default issue types.
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(Conditional) To create a new status, click Add a New Status.
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To edit an existing status, mouse over the status you want to edit, then click the Edit option that displays to the far right.
NOTE
You can edit a status for your group only if:- You manage the group that the status was created for
- A Workfront administrator unlocked the status at the system level
- A group administrator of a group above your group unlocked the status
When you are editing an existing status, you can change only its name, description, and color.When you edit a locked status, your changes affect all subgroups that inherited the status from your group.Conversely, editing an unlocked status does not affect the subgroups that inherited the status from your group. -
Specify the following information.
If you are editing a status, only the first 3 settings can be changed.
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Click Save.
The status is now available for all projects associated with your group or subgroup. If you locked it, it is available for use by any lower subgroups.
You can configure the status to be a default status for the group. For more information, see Use a custom status as a default status for a group.
Create a custom status for multiple groups
If you are a Workfront administrator, you can create a custom status for multiple groups by creating a system-wide status, then hiding that status from any groups that don’t need it.
If you are a group administrator (or a Workfront administrator), you can create a custom status for multiple subgroups within a group hierarchy you manage by creating a status for a higher level group, then hiding that status from any lower subgroups that don’t need it.
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If you are a Workfront administrator, create a system-wide unlocked status as described in Create or edit a status.
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In the box in the upper-right corner, delete System Statuses, begin typing the name of a group where you want to hide the status, then click the name when it appears.
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Hover over the status you want to hide from the group, then click Edit when it appears.
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Enable the Hide Status option that appears.
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Click Save.
The status is dimmed and no longer visible to all users in that group.
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Repeat steps 3 through 5 to hide the custom status from any other groups who don’t need it.