Change the Status of an Activity or Task

The status of an Activity indicates where the activity is in its life cycle. For more information about statuses, see Work Order Statuses. (The term work order can refer to a work order, change, release, or activity.)

To view information about previous status changes, use the View > History option from the Select Action menu.

To change the status of one or more activities or tasks:

On the List tab, filter the list to display the records whose statuses you want to change.

Select the Select Records check box at the bottom of the List tab. Note: You may need to narrow your result set before you can select records.
Select the check box for each record whose status you want to change. If you want to select all of the records in the list, select the Select All Records check box in the title row of the List tab.
From the Select Action menu, select Change Status to open the Change Status dialog box.
In the New Status field, select a value from the drop-down list.
If appropriate, modify the date in the Status Date field, and enter a note about the change in the Memo field.
To change the status, click OK.

To return to the record without changing the status, click Cancel.

To change the status of one or more activities or tasks:

See Also