To access Workflow and manage default statuses, you must have the ‘Manage system settings’ permission enabled in your role. How to enable permissions, see Roles and Permissions.

Setting a status as default is part of workflow.

Default statuses can be assigned to projects, tasks, issues or requests when they are:

• Created; or
• Completed (assigned a status treated as completed).

For portfolios, the default status is assigned only when they are created.

Setting a default status

To set a status as default for:

Portfolios, projects, tasks, issues, and requests being created

1. Go to User Menu | Settings | Workflows.
2. Open the workflow you wish to edit.
3. Hover the cursor over a status until the "Set as default" button is visible ().
4. Click the button and select 'New portfolio/project/activity default status'.

As a result, the status (for portfolio, project, task, issue or request) will be marked with the 'New portfolio/project/activity default status' symbol:

A plus sign on the symbol indicates that the status is assigned to items being added.

Projects, tasks, issues, and requests being completed

1. Go to User Menu | Settings | Workflows.
2. Open the workflow you wish to edit.
3. Hover the cursor over a status until the "Set as default" button is visible ().
4. Click the button and select 'Completed portfolio/project/activity default status'.

As a result, the status (for project, task, issue or request) will be marked with the 'Completed project/activity default status' symbol:

A check mark on the symbol indicates that the status is assigned to items being completed.

Changing a default status

To change a default status, repeat the procedure above for a status not marked 'New item default status' or 'Completed item default status'. See above for respective symbols.