Restricting who can change a specific task status

Restricting who can change a specific task status

Feature Availability



Overview
As a board admin and moderator, you can decide who can change the status of a specific task so that only the right people can update completed tasks.
For example, let’s say there’s a status called UI Provided. The task creator can allow only the UI Team to move a task to this status once the UI is ready. Others won’t be able to change this status.
NotesBoard admins can still change task status even when the custom permissions are set.


To set up restricted permission to task status:

  1. Go to board Settings.



  2. From the pop-up, go to the Customization tab.



  3. Navigate to the Status section.



  4. Click the three dots on the right side of the status you'd like to restrict permissions for.



  5. From the dropdown, select Permissions.



  6. Search for and select users who can change that particular status and click Done.



InfoWhen you add permissions to a task status, a key icon will appear on that task status. You can add or remove users at any time.

Hope you find this guide helpful!
If you have queries or need more information, reach out to us at support@zohoconnect.com. We're happy to help!


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Sharing task templates in Zoho Connect

                                                                                                                                      Task templates that you create can be shared with other members in the network. How to share a task template in Zoho Connect? Board Admins who've created task templates can share them with other members in the network. Click Tasks from the menu in ...
                                                                                                                                    • Task Views

                                                                                                                                      The List view: This is the default view. Your tasks are listed based on the deadline--overdue tasks appear on top. The Calendar view: Get an overall perspective of your to-dos for specific time periods. The above views can be applied to the My Tasks ...
                                                                                                                                    • Setting mandatory task status

                                                                                                                                      Feature Availability Overview Marking a task status as mandatory helps you to ensure that every task goes through the required steps before it's marked as complete. What does it do? You can mark one or more task statuses as mandatory. Users cannot ...
                                                                                                                                    • Restricting the number of badges users can send and receive

                                                                                                                                      Feature Availability Overview Zoho Connect enables you to limit how often an individual can send or receive a specific custom badge in the selected time frame. Sending limit: Limits the number of times a specific badge can be awarded in the selected ...
                                                                                                                                    • Board templates in Zoho Connect

                                                                                                                                      What is a board? A Board is a centralized space to manage work plans—be it a personal to-do list or something that involves the entire team. You can divide work into sections and assign tasks to them. All tasks within a board can be viewed by all the ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources