How to manage task status lanes

Task status lanes are a great way to visualize what tasks need to be done based on your preferred method of working.

Let's start by customizing your lanes - (you will need to have admin rights for this step)

1. Hover the mouse cursor over your name and select Company Settings.

2. Click on Opportunity / Job.

3. Then scroll down to where you see the status lanes. 

4. Here you can add, remove and shuffle (click and hold to drag) your status lanes in your preferred order. Bear in mind that the whole company will be using these lanes by default.

Managing your status lanes in company settings

How should these lanes be used? 

There are many ways in which to label these lanes, the most common are listed below.

Where do I find my Status Lanes?

Head to Tasks>Change View> Status Lane view

The best way of using these lanes is to switch between your List view and Task Status lane views and dragging your tasks into their relative lanes. If you have a daily scrum session, you can access each person's tasks and drag and drop tasks into the correct lanes for the day.

TIP, you can hide lines by clicking the (-) icon and show any hidden lanes by click the "Show hidden lanes" button within the menu

A task status lane sample: