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Can I edit the main workflow statuses?
Can I edit the main workflow statuses?

Karbon includes five main workflow statuses, which cannot be edited.

Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

You are unable to make any changes to the five main workflow statuses in Karbon - Ready To Start, Planned, In Progress, Waiting, Complete.

Under each of these main statuses, you have the option to create and set your own customized sub-statuses to suit your firm's needs. You can then use the main statuses as a workflow guideline.

To apply the sub-statuses to your work, from the main menu:

  1. Click on Settings > Workflow

  2. Click on Work Types

  3. Click on the <Work Type Name> that you want to apply it to

  4. Check the box beside each of the sub-statuses you want to appear

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