Custom job statuses: Overview

Job statuses help you make your work transparent and handle any blockers you might have. In each pipeline, you can set up custom job statuses to seamlessly manage job exceptions within the pipeline without the need of additional stages. In this article, we’ll tell you how job statuses can simplify your workflow and how they differ from stages.

trabajo estados, explicados

Por defecto, cada trabajo puede estar Activo o Archivado:

• Si el trabajo está Activo, puede seguir moviéndose dentro del proyecto. No tiene bloqueadores y puedes trabajar con él.

• Si el trabajo está Archivado, ha finalizado o se ha cancelado. Cuando ya no necesites un trabajo, puedes archivarlo manualmente. Puedes seguir accediendo a trabajos después de archivarlos. 

You can also set up custom job statuses in each pipeline. Depending on the pipeline, you may sometimes want to put jobs on hold. For example, using custom job statuses is useful for:

• Peticiones adicionales. Gestionar cambios en los requisitos del cliente o en los niveles de servicio.

• Ampliación de plazo. Gestiona trabajos que requiera tiempo adicional, como para IRS presentaciones.

• Falta información. Dirección trabajos atascada por falta de datos necesarios del cliente.

Additionally, custom job statuses are good for project monitoring and visibility: You can use them to provide transparent status updates to all team members. In general, the process of using custom job statuses is the following:

1. Create job custom status either from the job card or in pipeline settings. Add automations if needed.

2. Una vez que haya un bloqueador, cambia el estado de trabajoa uno personalizado. Esto no cambiará el estado en el que se encuentra el trabajo . Se activarán las automatizaciones para el estado personalizado (si las hay).

3. When all blockers are resolved, move the job back to Active status. This can be done manually or by completing linked items related to custom status automations.

4. Once the job returns to Active status, it moves through the pipeline within the common flow.

To adjust this workflow, you can  edit  or  delete  job custom statuses as needed.

Estados personalizados de trabajo frente a las etapas de proyecto

Aunque tanto el estado trabajo como las etapas proyecto indican diferentes estados trabajo en una proyecto, es importante comprender las diferencias entre ellos:

• Stages are ordered steps in the process. They follow a specific sequence, so you always know what comes next. Statuses are not ordered. A job might stay in the same status until the very end. When a status is changed to a custom one, the job remains in the same stage and doesn’t move forward.

• Stages can include automations to move jobs forward when specific conditions are met, guiding the job toward its final stage. Custom job statuses can also include automations, but they can trigger status change only to Active, indicating the job is no longer blocked and can continue moving.

Para una proyecto clara y eficaz, utiliza etapas para los pasos obligatorios y estados personalizados para las excepciones, como la espera de documentos o la gestión de solicitudes especiales. Esto mantiene tu vista proyecto sencilla y fácil de seguir.

Estados personalizados de trabajo frente a estados orientados al cliente de trabajo

While both job statuses and client-facing job statuses are indicating the job state, it is essential to understand the differences between them:

• Custom job statuses indicate blockers or actions needed for your team’s internal workflow and are visible only to your team, while client-facing job statuses show job progress to clients, reducing the need for status update requests, and are displayed on the client portal.
• Custom job statuses are not tied to any particular stage and can be applied at any point in the workflow, while client-facing job statuses are associated with specific pipeline stages.

Custom job statuses and client-facing job statuses can be used together and complement each other. For example, when the custom status is changed to Needs Extension, you can also change the client-facing status to On hold.

Automatizaciones de estado

With custom job statuses, you can set up automations that will be triggered when you move jobs to a particular status. You can use all the automations you use in pipelines . This way, you can, for example:

• Crea automáticamente una tarea para que los miembros de tu equipo ajusten el alcance del servicio cuando gestionen solicitudes adicionales.

• Envía una solicitud de cliente o un mensaje a un cliente con una consulta precumplimentada sobre los elementos que faltan.

• Genera un formulario para recopilar todos los documentos e información necesarios.

After all actions required by this status transition are completed (for example, tasks are marked as done or invoices are paid), the job status automatically changes back to Active. However, if there are no automations or you just need to reactivate the job, you can always change the status to Active manually.

Personaliza los estados de trabajo en las tarjetas trabajo

Custom job status is clearly visible on job cards inside the pipeline. You can change it right from the job card. If needed, you can even add a new custom status right from the job card and set up its automations right from there. If you’ve assigned a color and icon to the status, they will be displayed on the job card, making it easy to identify the job’s current state.