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Task Statuses

PlanRight has a list of 10 statuses that a task can go through.

  • Planned
  • Called In
  • Ready to Start
  • In Progress
  • Queries with Client
  • Ready for Review
  • Sent to Partner
  • Sent to Client
  • Waiting on other Docs
  • Completed

Task statuses (except for Completed) aren't synced with WFM/XPM but are an easy way to help you keep track of your tasks within PlanRight. You can use them to manage your workflow in any way that suits you.

If you mark a task as Completed, however, this does get synced and marks the task as Completed in WFM/XPM as well.

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