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How to Manage Statuses in ClearCRM Setup

The Status Manager lets you customize how work progresses across different areas — including tasks, projects, tickets, and leads.

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Written by Elvin Khudiyev
Updated over 3 weeks ago

Where to find it

Go to Setup > Status Manager.
You’ll see four separate subsections:

  • Task Statuses

  • Project Statuses

  • Ticket Statuses

  • Lead Statuses

Each one works the same way.


How to add a new status

  1. Open the relevant section (e.g. Task Statuses).

  2. Click “Add [type] status” — the button name changes based on the page.

  3. A pop-up will appear where you can fill out:

    • Status name – The label users will see

    • Status color – Choose from the color picker

    • Status order – A number that controls where this status appears in dropdowns or Kanban views

    • (Optional) Default filter – If checked, this status shows by default in filters

    • (Optional) Is hidden for – Select user roles or groups who shouldn’t see this status

    • (Optional) Can be changed to – Limit which statuses this can transition into

  4. Click Save to apply your changes.

The new status will now show up in the list.


Notes

  • You can add as many statuses as needed per section.

  • Use the “Can be changed to” option to control workflow transitions — this is useful when certain steps should follow a strict path.

  • Each status type is independent. For example, Project Statuses won’t affect Task Statuses, even if they're related.

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