Redbracket HUB workflow provides standard flow of tasks through various stages and helps in achieving the goals faster. This guide will explain about task workflow, default task stages and help you to create your customized statuses in each and every stage according to your work flow.

Let us know about task workflow through different stages :

What are the default task stages?

In task settings, there are system defined stages as OPEN, ON HOLD, IN REVIEW and CLOSE. In each stage, it defined one status by default.

You can create and manage statuses in each and every stage to suit your own workflow. However, you can not create new stage.

Default Task Statuses

How to delete and create new task status to suit your custom workflow?

You can not delete the status which is being used.
Customize Task Statuses

Task workflow through various stages:

OPEN :
All the tasks with any status of 'OPEN' stage are considered as pending tasks and they will be visible in assignee's "My Pending" list.
You can perform all available actions on open state task. We can use timer to record spending time on it.
In OPEN stage, 'open' is the default status and it will be automatically allocated to newly created task.

Default Open Status

Assigners can see assignee's pending tasks in "Assigned by Me" or "All Pendings" list.
How to add statuses in OPEN stage and how to change display order of statuses?

Add status and change order

You can see the newly added status 'plan' in Change status option in action menu.

Newly Added Status

ON HOLD:

You can change status to 'On Hold' when you want to move to other high priority work or work is stopped due to some reasons.
On Hold state tasks also shows under Pending tasks. They will be visible in assignee's "My Pending" list.
You can perform all available actions on On-Hold state task. If you want, you can create new statuses in ON HOLD stage.

On-Hold Task

IN-REVIEW:

After completion of task, assignee has to change status to 'In Review'. So that assigner can review it.
After status changed to In Review, system will hide it from assignee's pending list and start showing them in Assigner's Pending List (My Pending).
The Assigner will review it and take further actions.

See how In-Review status tasks hidden in assignee's My Pending and shown in assigner's My Pending :

In Review task

Assignee can see all In-Review tasks in 'All Pending' list.

CLOSE:

After reviewing work in review state, assigner will change task status to close. In case, assignee has the permission to close task then he can close from his end.
When you change the status to CLOSE stage, It will automatically become read only and no one can make any changes on it.
Once you change the status to close state, It will be hidden from assigner's and assignee's "My Pending" list. You can see closed tasks using task filters.

How to manage task filters and how to save customized filters?

If you want to modify anything in closed task, you need to change the status from Close to Open.

To change status to Close

Please refer below article to give rights or restrict assignee from closing task:
How to give right or restrict assignee from closing the task?
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