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Chapter 8. Administering Sitespring > Updating Project and Task Settings

Updating Project and Task Settings

Sitespring users regularly update a task's status field to indicate whether the task has been completed, hasn't started, or is in some other state. When setting a task's status, the user chooses from a pull-down menu of choices (Figure 8.1). The system has ten predefined status values. You can add choices to the pull-down menu by creating more status values. You cannot remove or change the ten predefined choices, as the system requires them. The system-supplied values are Approved, Approved with Changes, No Approval Needed, Needs Approval, Not Approved, Client Completed, Completed, Not Started, Open, and Suspended. Some of the predefined values, such as Approved with Changes, are used for approval tracking when client users are interacting with documents; those values are not presented as choices when working with normal tasks. Status values appear to normal users and client users when they're updating a task's status. The list of task status choices includes the ones clients see when they're approving a document. When you add a status value to the system, it appears in the task status pull-down menu but not the approval status pull-down menu.

Figure 8.1. When setting a task's status, you choose the value from a pull-down list of choices, to which you can add custom menu items.



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