Activity Status
Required Permission
Manage Company Settings - You must have the Manage Company Settings permission to access this setting.
Define status options for tracking activity progress.
Overview
Activity Status options track the completion state of activities. This helps teams understand what's pending, in progress, or completed.
Accessing This Setting
- Go to Settings > Scheduling > Activity Status
Configuration Options
Creating Status Options
- Status Name - Name of the status
- Color - Color coding for visual identification
- Type - Open, In Progress, or Completed
- Order - Display order in dropdowns
- Active Status - Enable or disable
Default Status Options
- Scheduled
- In Progress
- Completed
- Cancelled
- Rescheduled
Using Activity Status
Status is used for:
- Tracking activity completion
- Filtering calendar views
- Running completion reports
- Managing to-do lists