Manage custom task and subtask statuses from a central settings page instead of the individual task status menu.
Why it matters: Standardizing status labels firm-wide keeps task workflows consistent and prevents mismatched statuses from slipping through during busy periods like tax season.
Table of Contents
Open the Task Status Manager
Go to Profile icon > Settings > Work Settings.
Shortcut: open any task or subtask, click its status, then select Work Settings at the bottom of the status list.
Use the search bar at the top of the page to find an existing status before creating or editing one.
📝 Note: Default statuses are labeled Preset Status in the list. Custom statuses display the team member who created them and the creation date.
Create a Task Status
Click Create Status.
Choose a color for the status.
Enter a status name.
Enter a description (optional).
Click Save.
Edit a Task Status
Find the status you want to update and click the three-dot icon on the right.
Select Edit Status.
Update the color, status name, description, or any combination.
Click Save.
Delete a Task Status
Find the status you want to remove and click the three-dot icon on the right.
Select Delete Status.
Reorder Task Statuses
Click and drag the handle on the left side of a status row to move it to a new position in the list.
Summary
This article covered how to create, edit, delete, and reorder task statuses using the Task Status Manager in Work Settings. Use this page to build and maintain a consistent set of status labels across your firm's task and subtask workflows.
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