• Log in as an administrator with the permission “instance” (included with the Role “Superuser”).

• From the Main menu, go to: Automation > Tasks templates

• Locate the target Task template and click on the wrench icon beside it.

• Choose “Edit” from the dropdown menu.

• Navigate to the “Statuses” section.

Add a new Task status:

• Click on the “+ New status” button.

• Enter a name for the Task status.

• Continue configurating the Task status as necessary (See the “Configure a Task status” section below.)

Configure a Task status

• Enter a description of the status in the “Description” section – this can help provide context to the Task status.

• Tick the “Make this status public” checkbox to make it visible for the applicant if an applicant should be able to see and select the Task status. Non-public Task statuses (Ex: Approved) are visible only for administrators (until they have been selected by an administrator, at which time they become visible but unclickable for applicants).

• If the Task status should be the default that all applicants begin with, then tick the box next to “Default”.

• Choose the effect of the Task status:

  • Needs attention – Applicants can submit an application but are made aware that they still have something additional to do before being ready for evaluation.

  • Blocks the task - Applications are blocked from being submitted. Useful for Task statuses for screening applicants out before they even submit an application.

  • Resolves the task - Task is resolved, the applicant can submit an application.

  • Closes the task - Administrator can confirm the task and make it impossible for the applicant to alter it any further. Useful for with non-public Task statuses, for example after a document has been verified.

• Tick the “Require applicants to upload a document before selecting this status” if it should be impossible for an applicant to choose a Task status without first uploading a document.

• (optional) Set a reminder.

• (optional) Edit the Notification email and its subject line that will be sent to the applicant.

• Always remember to save your changes by clicking on the “Save changes” button!