Customizing Status Columns (Events & Inquiries)

The Kanban boards for events and for inquiries show your work in columns. Which columns exist, what they are called and what color they have is up to you.

Where to manage statuses

Go to Settings → Status columns. You will find two sections:

• Event statuses — the columns on the events Kanban board.
• Inquiry statuses — the columns on the inquiries Kanban board.

Both work the same way. Invoice statuses (due, paid, overdue) are managed automatically and are deliberately not listed here.

Adding a status

1. Click New status in the section you want.
2. Enter a name — this is exactly what appears above the Kanban column.
3. Pick the phase. It determines which automations are attached to this status (for example auto-invoicing on “Completed”) and which filter chip an inquiry shows up under. Several statuses may share the same phase, so you can build as many intermediate steps as you need.
4. Pick a color (see below).
5. Create status — the new column appears on the board right away.

The phase cannot be changed later. If it does not fit, create a new status and remove the old one.

Choosing a color — preset or custom

The color row offers eight coordinated presets. At the end of the row there is a rainbow circle: that is the custom color.

• Click the rainbow circle to open your system color picker.
• Or type the hex value straight into the field below it, for example #3fa9c2.

You are not limited to eight colors. Even with twelve or twenty statuses every column stays distinguishable.

Reordering

The ▲ and ▼ arrows next to each status move it up or down. The order in the list is the order of the columns on the board — left to right.

Renaming or recoloring

Edit opens the same dialog with name and color. Existing records are untouched: they keep their status, it is simply named or colored differently.

Removing a status

The trash icon removes a status. To protect your data this is blocked in three cases (a lock replaces the trash icon, and the tooltip explains why):

• Events or inquiries still sit on that status. Move them to another column first.
• It is the last status of a phase that automations depend on (for example “Completed” or “Accepted”). Create a second status with the same phase first.
• It is the very last remaining status.

Good to know

• Changes apply to the whole workspace, so to all of your colleagues.
• When someone drags an inquiry card into another column, its filter chip moves along — the phase of the target status decides that.