Edit Status Workflow

Overview

Editing a Status Workflow allows you to update the workflow name and manage the statuses used to track tasks within a workspace.

How to Access

1. Log in to 5day.io.
2. Go to the workspace where you want to edit the Status Workflow.
3. Click the three-dot (⋮) icon next to the workspace name.
4. Click Workspace Settings.
5. Click Customization.
6. Click Status Workflow.
7. Select the workflow you want to edit.

Edit Status Workflow Name

1. Click on the workflow name at the top.
2. Update the name.
3. Click Save to apply the changes.
4. Click Discard if you do not want to save the changes.

Edit a Status

Rename a Status

1. Under the relevant stage, click on the status name.
2. Update the name.
3. Click Save.

Change Status Color

1. Click on the color dot next to the status.
2. Select a new color.
3. Click Save.

Note: Renaming a status or changing its color updates it everywhere the status is used across the workspace.

Add a New Status

1. Under the required stage, click + Add Status.
2. Search for an existing status,

or type a new name and click + Create New Status.

1. Click Save.

Delete a Status

1. Click the three-dot (⋮) icon next to the status.
2. Click Delete.

If the status is already used in tasks, the system shows a Remap Status screen.

1. Review the Old Status.
2. Select a New Status to replace it.
3. Click Save.