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Adding a New Status Value to the Team Process

Overview 

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. 

Steps

  1. Click Admin Admin.png > Teams to open the Team Details page.
  2. Click on the Process tab.
  3. Click the + icon for the appropriate Roll-up category (or status value). 
  4. Enter a Title and add a Description,
  5. Click Save.

TeamStoryBoard.png

New Status values are immediately available for use on the team's Storyboard.