Is there a way to add a custom project status? Such as Proposed, Draft, Active, On Hold, Completed, Cancelled?
Solved
Project Status Custom
Best answer by SW-Scott
Based on my experience, Freshservice does not currently offer a way to assign a Status to an entire Project. Status values only apply to Tasks within that project. I may be mistaken, but if this is accurate, it seems like a great candidate for a Feature Request.
That said, you can create custom Task Statuses and assign them to different Status Categories (e.g., “In Progress,” “Completed”). When you change a Task to a Status that falls under a “Completed” category, Freshservice may prompt you to close any child tasks as well. For example, I created a custom Cancelled Task Status and assigned it to the Completed category. When I select it, Freshservice asks whether I also want to close all sub‑tasks.
In short:
It appears that Freshservice allows Status values only at the Task level within a project. Dependent tasks will inherit behavior based on the Status Category you select (e.g., Completed, In Progress, On Hold).
Where to Configure Task Statuses
-
Open your Project
Once inside, you’ll see Settings in the top menu bar. -
Create or Edit Status Options
Under Settings, you can add custom Status values and assign them to Status Categories. -
Assigning a Status to a Task
When you open a specific Task, you can choose its Status from the menu at the top. -
Viewing Dependencies
For projects that use task successors, opening a task will show Dependencies and Links, including whether a prerequisite task is on hold.
+6- Top Contributor ⭐
- Answer
Based on my experience, Freshservice does not currently offer a way to assign a Status to an entire Project. Status values only apply to Tasks within that project. I may be mistaken, but if this is accurate, it seems like a great candidate for a Feature Request.
That said, you can create custom Task Statuses and assign them to different Status Categories (e.g., “In Progress,” “Completed”). When you change a Task to a Status that falls under a “Completed” category, Freshservice may prompt you to close any child tasks as well. For example, I created a custom Cancelled Task Status and assigned it to the Completed category. When I select it, Freshservice asks whether I also want to close all sub‑tasks.
In short:
It appears that Freshservice allows Status values only at the Task level within a project. Dependent tasks will inherit behavior based on the Status Category you select (e.g., Completed, In Progress, On Hold).
Where to Configure Task Statuses
-
Open your Project
Once inside, you’ll see Settings in the top menu bar. -
Create or Edit Status Options
Under Settings, you can add custom Status values and assign them to Status Categories. -
Assigning a Status to a Task
When you open a specific Task, you can choose its Status from the menu at the top. -
Viewing Dependencies
For projects that use task successors, opening a task will show Dependencies and Links, including whether a prerequisite task is on hold.
You can set the Project status by clicking on the 3 dots by the Project name and click Overview. From there you can change the status “Yet to Start”, “In Progress” or “Completed”. So what would I do if the whole project is “On Hold” or “Cancelled”? Those are important to track.
I had seen this as a request probably 2 years ago and would hope Fresh Works would see the value if they are going to promote at all their Project module.
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