How to Manage Statuses in ClearCRM Setup

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.