We've learned in this article that you could create custom stages to provide live updates to your contacts or team, or to trigger automations, while managing an online application.
If you want to go further, you can also create custom statuses at the checklist step level.
Why would you need to create custom statuses?
The steps you define in your workflows have 'system' statuses to help you better process online submissions and based your applications' activity. See an example below:
Where do custom statuses come into play?
With the custom status feature, you can go even further and customize one of the most critical step status: the 'Pending review' one.
Instead of sticking to the 'Pending review" status, you can customize this status to actual internal business milestones that make more sense to you. You'll then go from something similar to the above screenshot to the one below:
Creating a custom status for a step
Let's see how to create custom status for your checklist steps.
- Go to your Resources>Process
- Scroll to the related step
- Click on the 'Edit' button, then open the 'Status' tab
- Add your custom statuses
Progressing a step to a custom status
As you know already, steps can be progressed while managing a live record. So you'll go to an existing client application and progress your step statuses to the one that applies.
What is the difference between the statuses and the todos?
The steps statuses explained in this article allow you to list chronological steps that must occur on your checklist steps. They allow you to understand where you stand in the process for a given step.
E.g; Pending X team review, Audit started
The steps todos (see in this article) are mostly tasks or operating procedures related to a step.
E.g; Approved by John, Reviewed by Mona
Of course, you can use these features like you'd want to, this is just a few tips to help you understand how they usually work.
🎖We're here to help. Add a comment below to help us improve this article or this feature.
Please sign in to leave a comment.