diff --git a/docs/system-admin-guide/manage-work-packages/work-package-status/README.md b/docs/system-admin-guide/manage-work-packages/work-package-status/README.md index 18df00bec3fd..984c324650ba 100644 --- a/docs/system-admin-guide/manage-work-packages/work-package-status/README.md +++ b/docs/system-admin-guide/manage-work-packages/work-package-status/README.md @@ -12,24 +12,41 @@ Work packages can have various status depending on their types, e.g. tasks can h The status can be set at the top of the work package details view or in the table view in the corresponding column. -![Work packages status dropdown menu in OpenProject](openproject_system_guide_create_wp_stati_dropdown.png)The status field can be configured under *Administration ->* *Work packages* -> *Status*. You will see the list of all the existing work package status in the system. You can add new status or change the name and order of existing status. +![Work packages status dropdown menu in OpenProject](openproject_system_guide_create_wp_stati_dropdown.png) + +The status field can be configured under *Administration ->* *Work packages* -> *Status*. You will see the list of all the existing work package statuses in the system. You can add new statuses or change the name and order of existing statuses. + +![Work package status overview in OpenProject administration](openproject_system_guide_create_wp_status_overview.png) + To learn about the options for configuring the transition from one status to another navigate to [Manage work package workflows](../work-package-workflows). ## Create a new work package status To create a new work package status click the green ***+ Status*** icon. + A new window will open, where you will be able to specify the following: 1. Name the new work package status. + 2. The % Complete value in [Status-based progress calculation mode](../work-package-settings/). + + > [!TIP] + > + > The value for % Complete can be set from 0 to 100. + > + 3. Define if the new work package status closes a work package (e.g. relevant when filtering for closed for packages), e.g. a work package status "rejected" will set a work package technically on closed and it will not appear in the default work package table with Open Work packages. + 4. Define if this status is set as default value when creating new work packages. BEWARE: If you decide to set the new status as default it will impact all work packages, existing and future ones. See more below. + 5. Check if this status sets a **work package in read-only mode**. This means no work package attributes can be changed except the status. + 6. Check **Exclude from calculation of totals in hierarchy** if you want work packages with this status to *not* be included in the calculation of totals in a hierarchy. This is useful for statuses like *rejected*. + 7. Set a **color** for the work package status. The color appears in the status button of the work packages or in the work package table. - Save the new status by clicking **Create**. +Save the new status by clicking **Create**. ![Create a new work package status in OpenProject administration](openproject_system_guide_create_new_wp_status.png) @@ -49,4 +66,5 @@ When you decide to set the new status as default status please note the followin ![Edit work package status in OpenProject administration](openproject_system_guide_edit_new_wp_status.png) -> **Note**: A new status needs to be activated in the [work package workflows](../work-package-workflows) in order to appear in the status drop down of a work package. +> [!NOTE] +> A new status needs to be activated in the [work package workflows](../work-package-workflows) in order to appear in the status drop down of a work package. diff --git a/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_new_wp_status.png b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_new_wp_status.png index 7dfbe19a35fa..dbc1ce21afb0 100644 Binary files a/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_new_wp_status.png and b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_new_wp_status.png differ diff --git a/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_wp_status_overview.png b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_wp_status_overview.png new file mode 100644 index 000000000000..01f27fc06669 Binary files /dev/null and b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_create_wp_status_overview.png differ diff --git a/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_edit_new_wp_status.png b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_edit_new_wp_status.png index d363bb035dcf..115e8aaaa160 100644 Binary files a/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_edit_new_wp_status.png and b/docs/system-admin-guide/manage-work-packages/work-package-status/openproject_system_guide_edit_new_wp_status.png differ