Status Templates
Updated
Overview
Status Templates are a pre-defined set of statuses that can be saved as a template to be used with new or existing Projects. You can tailor Status Templates to specific Project categories to streamline workflows.
Note: The ability to create Status Templates is permission controlled. If you don't have the required permissions, contact your Global Admin or Workspace Admin.
Create a Status Template
1. Launch the Project Management Persona app by clicking Project Management under the Marketing tab in Sprinklr Marketing.
2. Click the Settings icon at the bottom left corner of your window.
3. In the Governance window, click Status Templates.
4. Click the Create Status Template button on the top right corner of your window.
5. In the Create Template pop-up window, you can give your template a name and add statuses.
6. You can add multiple active and completed statuses. Active statuses are for Tasks that are in some phase of work, completed statuses are for Tasks that are completed.
7. Hovering over a status will reveal the Mark as Default button. Clicking this makes that status the default for all Tasks created in a Project using the Status Template.
8. Click the + icon to add more statuses. Click the x icon to delete a status.
9. Click the icon next to the status name to choose a specific icon and color for your status.
10. The Drag icon on the left, lets you rearrange and change the order of the statuses in the template.
11. Click Save to create the Status Template.
Using Status Templates
1. Open any existing Project. Click the Options icon in the Status column. Select Manage Statuses.
2. In the Manage Statuses pop-up, select your Status Template under Templates. Click Use Template to use your template with the Project.
