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Editing a Status Value

Overview 

Change status values/rollup categories in a team's process.

Any member with Admin Privileges to edit teams can edit status values/roll-up categories in team process.  Refer to the Admin Privileges articles for more details. 

Steps

  1. From them Admin menu, select Teams.

  2. Select a team, and then click on the Process tab.

  3. Click the Pencil icon for the Status value

  4. Make the desired change, and then click Save.

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The Team Process Management feature was introduced in the Spring 2017 Release (17.1). This feature is not available in prior versions. 

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