How to create Custom Statuses
Rapidr allows you to create custom statues for each feedback board so that your status makes sense for the type of feedback you're collecting. For example, a "Done" status makes no sense in the case of a bug report type feedback board, instead, you'd want something like "Resolved" in its place.
This allows you to use your own specific terminology which you use universally throughout your product management tool. This makes the experience less confusing for end-users and internally matches the same language.
Rapidr, by default, provides 5 statues for each feedback board. You can slice and dice these however you want.
Default Statues are: Open, In Progress, Prioritized, Done, and Closed.
Navigating to Status settings
To manage Status, open up the feedback board for which you'd want to manage status. Head over the Manage board and then click on Status in the navigation as indicated below.
How to change an existing Status
Once you're on the manage Status page, you'll see all the statues on the board listed under "All Status". Find the one you'd want to change.
For demonstration purposes, we'll change Done -> Resolved. To change, we'd click the pencil icon next to Done status to open the edit box. Change the title from Done to Resolved and hit Save to persist the change.
Creating a new Status
Once you're on the manage Status page, you'll see all the statues on the board listed under "All Status". Just below the box, you'll see the "Create Status" link as indicated below.
Once you click on "Create Status", you'll see a box with a few fields: Title, Color. We've entered "Under Consideration" in this example. A color is automatically generated as you type your status title. However, you can always change the color to a HEX code of your liking.
Click "Create" once you're done. The new status will be created and reflected under the "All Status" section.
Mapping Status into a category
Status categories help you assign workflow state to your Statues. It helps us surface correct items which require action. Here's what each one of them means:
1. Default Status - This Status will be applied to all the incoming feedback in your feedback board. This helps you to better understand feedback that needs to be sorted out. You can only have one Status as a default status.
2. Active Status - This corresponds to active development workflow. If you've picked feedback up for development, assigned a teammate, or commented to get more information from the customer: all belong in active statuses.
3. Completed Status - This corresponds to done development workflow, meaning you've either shipped the feature or should be considered done from an end-user perspective. For example, you might have a Status for ‘Review complete’ and a Status for ‘Complete’, which both technically means done from an end-user perspective, so they'd be in the "Completed status" category.
4. Closed Status - This corresponds to the "won't do" development workflow, meaning you've decided to either not pursue development on this feedback or you're closing the feedback in favor of another one.
Important: We hide "Completed" and "Closed" statues by default in the feedback board.
Feel free to reach out if you have any doubt!