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 bypass these mandatory statuses before it can be moved to a final status, say Completed/Closed.

This feature will be useful for structured processes like audits, approvals, or quality checks. It is because this ensures accountability at each step, reduces risk of skipping key actions, and maintains process integrity.

Here's an example,

Consider your team uses the statuses- {To do → In progress → Reviewed → Completed}

Assume that you mark Reviewed as mandatory. This means all tasks must go through Reviewed before they can be marked as Completed. It ensures that no task is closed without being reviewed.

How to set a mandatory task status

Go to the task board where you'd want to create a mandatory task status.
Click the three dots icon on the top-right corner and select Settings.
Go to the Customization tab.
Select Status on the left.
Click the three dots icon next to the status you want to make mandatory.
In the dropdown, tap on the toggle next to Mandatory status.

Once enabled, a star icon will appear on the mandatory items.

You can unmark the mandatory option whenever you want.

Who can create as a mandatory task?

Only board admins can create and edit mandatory task statuses.

Hope this guide was useful for you! If you have any further queries or doubts, reach out to us at support@zohoconnect.com. We're happy to help!