Managing Tasks With Statuses
Like traditional task management systems, the Plainly Legal™ Task Manager allows you to manage tasks with statuses. When a task is first added to your list, it defaults to the "To Do" status. Each task has a dropdown next to it that allows you to set the status:
While you can choose to use the statuses any way you like, here is the intended purpose for each status:
- To Do - This is the default status for a new task, and your "To Do" list appears at the top of all task lists on your page.
- In Progress - This is for tasks that you have started but not finished. Most tasks won't stay in this status for long, but it will be important for certain tasks. For example, registering a trademark will take more than a year to complete.
- Do Later - This status is designed for tasks you've actively decided not to tackle for the time being. The goal is to create a space to hold tasks rather than having them at the top of your list in the "To Do" status.
- Dismissed - This status is designed for tasks you decide not to tackle or that you decide are not relevant to your business. This is equivalent to an N/A status.
- Completed - This is the status to use once you finish a task.
NOTE: Plainly Legal™ treats "Dismissed" and "Completed" as completed tasks. If you opt to hide your completed tasks, the system will hide both of these categories.
When you move a task into a different category, it is moved to a task table with all other tasks in that status. Over time, your task table should look something like this:
And you can filter your tasks by status, to focus on tasks that are in a single status.
Using statuses makes it easy to track statuses through the process from "To Do" to "Complete."