Task statuses

Statuses are used to assign phases to the tasks you have created in each of your project lists in Holded. This allows you to understand at a glance what state the task is in.

If the task statuses you find predefined in the platform do not quite suit your needs, you can always create new statuses, or edit them.

1. Create task statuses

To create a new task status, follow these steps:

Click on your account name at the top left, and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task statuses”, click “+ New task status”.
Assign a name, a short description, the stage you want your new status to be in (To Do, Progress, Completed), and a color for it.
Click on “Create task status” to finalize the process.

Unlike the default, new task statuses will appear in the list without the “Default” label.

2. Edit task statuses

To edit task statuses, follow these steps:

Click on your account name, top left, and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task Statuses”, click on the task status you want to edit.
Modify the Name, Description, Stage or Color fields as appropriate.
Click “Save” to make the changes.

☝🏼 Todas the tasks associated with the status you modify will be automatically updated taking into account the changes made.

3. Deleting task statuses

To delete task statuses, follow these steps:

Click on your account name at the top left and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task Statuses”, click on the task status you want to delete (it cannot be one of the default ones).
Click “Delete”, and confirm the action.

4. Configure task statuses per project

In this section you can choose the task statuses that can be used in a particular project:

Go to Projects > Projects.
Go to the project in which you want to configure the settings.
Click on “Settings” at the top right and select “Task statuses”.
Use the drop-down to set the default status of the tasks you create.
Use the switches to enable or disable which statuses will be available for each phase.

☝🏼 Note that you will not be able to disable statuses that are already assigned to tasks in the project in question.

Task types

Task types are used to assign a certain category to the tasks you create in your projects. In this way, you can classify your tasks according to their content.

There are several types of tasks that can be used depending on the needs of each project:

Bug: these are problems or errors that have been found in the software and need to be fixed. Issues can be reported through Projects, and developers can work on them until they are resolved.
Task: these are smaller jobs that must be completed to achieve a user story or overall goal.
Story: these are tasks that describe a functionality or user requirement. They are usually the basic unit of work for a development team in a given work period.
Epic: These are large, complex user stories that can be broken down into smaller stories. Epics usually represent a major functionality or requirement and are used to plan and organize a team's work over the long term.

If the default task types offered by Holded don't suit you, you have the possibility to create other types or edit them, to assign them to the tasks you add to your projects.

1. Create task types

To create a new task type, follow these steps:

Click on your account name at the top left, and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task types” at the bottom, click on “+ New type”.
Assign a name, a short description, an icon, and a color for the task type.
Click “Create Task Type”.

☝🏼 Unlike the default ones, new task types will appear in the listing without the “Default” label.

2. Edit task types

To edit task types, follow these steps:

Click on your account name at the top left, and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task Types” at the bottom, click on the type of task you want to edit.
Modify the Name, Description, Icon or Color fields as appropriate.
Click “Save” to make the changes.

☝🏼 All tasks associated with the type you modify will be automatically updated with the changes you made.

3. Deleting task types

To delete task types, follow these steps:

Click on your account name at the top left and click on “Settings”.
Click on “Projects”, then “Preferences”.
Under “Task Types” at the bottom, click on the type of task you want to delete (it cannot be one of the default ones).
Click “Delete”, and confirm the action.

4. Configure task types per project

Go to Projects > Projects.
Go to the project you want to configure the settings for.
Click on “Settings” at the top right and select “Task types”.
Use the drop-down to set the default type for the tasks you create.
Use the switches to enable or disable which task types can be used in the project.