In this release, you can now

  • Create custom “status labels” in your actions settings

What you’ll love about this new functionality

Create custom status labels for your actions to align with existing business processes.

An example of how you might use this feature is:

  • If you assign actions to external parties such as contractors, by restricting status transition restrictions, you’re now able to set their access to only the “To-do” and “Awaiting approval” status. Ensuring the relevant party can check that it’s been properly completed before marking the action as “Completed”. 

Note: the status labels mentioned above can be customized to suit your business process

What are your next steps?

Visit our knowledge base article for step-by-step instructions on how to access this feature.

If you need additional help, reach out to our Support Team or your dedicated Customer Success Manager and they’ll be happy to assist.