Task Status Customization
On ITM Platform, tasks of all project types can have different statuses. All statuses are based on five basic statuses: Backlog, Pending, In Progress, Completed, and Archive. Three of them (Pending, In Progress, and Completed) are operational, and only these can be used to create customizable statuses.
Customizable Task Statuses
ITM Platform offers three operational states as standard: Pending, In Progress, and Completed. You can modify these or create new ones to align task states with your processes.
Task statuses can be created and customized for both waterfall and agile projects. The following sections explain how.
Non-Customizable Task Statuses
There are two complementary task statuses: Backlog and Archive. You cannot create statuses based on these two.
These statuses are present in both Agile and Waterfall projects.
Implementation of Task Statuses in Waterfall Projects
For predictive (Waterfall or Gantt) projects, task statuses are defined at the organization level and always based on the operational baseline statuses (Pending, In Progress, and Completed). To create or modify statuses, you need a Full Access license. Navigate to:
SETTINGS > PARAMETERS > Task parameters > Task status
The Backlog and Archive task statuses are always visible in the project Gantt to ensure that summary tasks and calculated progress remain unaffected.
Implementation of Task Statuses in Agile Projects
In Agile projects, task states are defined at the project level (via columns). As in Waterfall projects, task statuses are based on operational statuses.
To add or modify columns, go to the Agile project dashboard and select “Edit board layout.”
Note: Tasks with the statuses Backlog or Archive will not appear in the Dashboard but can be viewed from the task list if needed.
Bulk Status Change from the Task List
To change the status of one or more tasks to Backlog or Archive from the task list:
- Select the tasks.
- Click Update status.
- Choose the new task status.
Note: The Backlog and Archive task statuses appear first and last in the status list. The middle of the list contains the base task statuses and any customized task statuses derived from them.