Tasks are one of the most widely used pieces of Planhat! Many of our users spend a lot of their days managing projects and activities, so it's critical to be able to:

This is what the Status field enables.

There are three parts here to know about.

There are two default and non-editable values to represent outcomes of a Task: Done and Ignored. When you pick any of these, the Task will also get archived (which eg, hides it from the Task list on company profiles, and puts it at the bottom of today's stack in the Calendar view).

When you set a Task to Done, you also have the chance to log a Note. A Note is a separate object in Planhat, representing "notes" of things that have happened (unlike a Task which represents things that are going to happen). If you log a Note from a Task, you will find a reference to that Note on the archived Task.

You have three options:

Out of these three options, you have the chance to "favourite" one of them. This will then be used across the application wherever you see a checkmark, to make it faster for you to close Tasks with your preferred note-taking option.

Of course if you want to use another option, you just open the Status field.

Status values are meant to be used for in-progress Tasks, and you have two defaults: In-progress and Blocked. However, each customer can customise these by themselves by removing, adding values and setting the colour they want.

This is managed from Settings > Field Settings > Task and then find the Status field.

The Status field will enable deeper and more native time-tracking in Planhat's projects, and adopting the field already now will populate the data for the future too!