Learn how to define a new rollup category/status value in a team process.
Any member with Admin Privileges to edit teams can a new status value/roll-up category in a team's process. Refer to the Admin Privileges articles for more details.
- Click Admin > Teams to open the Team Details page.
- Click on the Process tab.
- Click the + icon for the appropriate Roll-up category (or status value).
- Enter a Title and add a Description,
- Click Save.
New Status values are immediately available for use on the team's Storyboard.