Configuring default state groups and states

Edit online

You can use the Default State Groups and States page of the project area editor in the web client for configuring the default states and state groups in the Taskboard and Kanban Board plan views.

About this task

If you select or clear a state or a state group in a plan view, that selection overrides the default configuration in new and existing plan views. When you select a state or a state group on the Default State Groups and States page, you can override the selection in the process configuration source.

Procedure

  1. In the web client, click your project area.
  2. Click Planning > Default State Groups & States.
  3. To configure default state groups and states, select or clear a state group or a state.
    Note: If you select the Final checkbox in a parent project, the state group and state selections in the parent project override the selections in the child project.