Three configuration tabs under Tasks define the vocabulary every task uses. Set them before building templates.
A status says where the work is: To Do, In Progress, Waiting on School, Complete, Cancelled, or whatever your team says. Each has a Name and Color, and up to three flags:
| Flag | Meaning |
|---|---|
| Initial | New tasks start here. Exactly one status should have it. |
| Completed | Marks the task done. The Complete button, bulk Complete, and completion notifications all look for this status. Exactly one status should have it. |
| Cancelled | The task is abandoned without being done. Bulk Cancel uses it, and cancelled tasks are excluded from overdue counts. |
Statuses with these flags cannot be deleted. Add as many unflagged statuses as your workflow needs; state transitions can move tasks between them automatically.
Statuses also have an Order. Drag the rows on the Statuses tab to reorder them: that order sets how statuses are listed in every status dropdown and the left-to-right column order on the Tasks Workflow board, so arrange them the way the work actually flows. New statuses are added at the end.
A priority says what to look at first. Each has a Name, Color, and position in the Order. The defaults are Urgent, High, Medium, Low; rename, recolor, and reorder to match your studio. Priority is a sortable column on the Tasks list and can be set in bulk. Setting or changing a priority can notify assignees when the Task Priority Set notification is enabled. Screenshots and background are on the page below.
An expense type is a category of cost logged against tasks: Lab, Shipping, Mileage, Contractor. Each has a Name, Color, and optional Default Cost that pre-fills new expenses. One type is marked Default and is selected first when adding an expense; to change it, mark another type default. See Expenses.
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Keep statuses to what changes hands or waits on someone. To Do → In Progress → Waiting on School → Complete covers most studios; add more only when a report or an automation needs the distinction.
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