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  • New task status

    Hi!

    I´m new to EspoCRM and I´m planning my work with it for a few weeks now.
    Is it possible to add additional task statuses? Completed is good, but I need one more for saving the task, when it´s completed, invoiced, but not showed in the live view.
    Is there another possibility, like archive?

    Thanks a lot!

  • #2
    Hi,

    Yes it is possible, see this link in demo:


    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

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    • #3
      Thanks a lot!

      Comment


      • #4
        Hi!

        You told me how to get new fields - but I don´t find where I can add the field to the top of the kanban-view?
        Can you help me?

        Thanks a lot!

        Comment


        • eymen-elkum
          eymen-elkum commented
          Editing a comment
          What is a kanban? Kanban is a powerful tool for data visualization that helps you stay organized and productive throughout the working day. In other words, a kanban is a board with cards that are grouped into columns and can be easily moved from one column to another with a single mouse move.

      • #5
        Sorry, I meant the header of the columns - e.g. Proposal, Qualification, Prospecting in your example.
        I edited once, but I can´t find it at the moment!

        Thanks a lot!

        Comment


        • #6
          Hi again!

          Attached you find some screenshots - I have different options at the status-field, but I only find some of them in den kanban-view.
          How do I get the others?

          Thanks a lot!

          Comment

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