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Documentation Index

Fetch the complete documentation index at: https://clapvo.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Status settings
Statuses describe where a record sits in your workflow - for example, New, In progress, Resolved.

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Steps

1

Open Settings -> Statuses

Navigate to the status settings page.
2

Click Add status

Enter a name and pick a color.
3

Save

The status is available organization-wide.

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Edit or delete

  • Click an existing status to rename or recolor it.
  • Use the actions menu to delete (existing records using the status may need reassignment).

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Tips

  • Keep your status list short. Three to five values usually covers most workflows.
  • Statuses pair well with the kanban board - each status can map to a column.