Customizing Statuses (Columns) in Ontraccr Boards

🧩 Customizing Statuses (Columns) in Ontraccr Boards
 

Overview

Statuses are the columns in your board view — they represent the stages your cards (tasks, projects, leads, etc.) move through. Ontraccr gives you full control to add, rename, reorder, or remove these statuses to reflect your actual workflow.

🎯 When to Use This

Customize statuses when:

• You’re building a new board from scratch
• You need to reflect a specific workflow (e.g., “New → Assigned → Completed”)
• You want to improve clarity or efficiency in board stages

✍️ How to Add, Rename, or Delete Statuses

🔹 Add a New Status (Column)

1. Open the board you want to customize.
2. Click the Settings gear icon at the top right.
3. Under the Details tab, scroll to the Statuses section.
4. Click the ➕ Add button.
5. Type your new status name (e.g., “Ready for Review”), hit Save, then Submit.

✅ The new column will now appear on your board.

🔄 Rename or Delete an Existing Status

1. Hover over an existing status in the list.
2. Click the text field to rename it.
3. Click the trash icon to delete a status.
4. Hit Submit to apply your changes.

⚠️ Important: Deleting a status removes the column from the board — any cards inside that column must be reassigned first.

⚙️ Advanced: Configure Status Display Fields

Each status can show different card details in board view.

To control which fields display per status:

1. In Settings > Details, locate the gear icon beside a status.
2. Click it to open the Card Display Settings.
3. Select the fields you want to show in that status column (e.g., Client Name, Bid Due Date).
4. Hit Submit.

Now, each status can show custom info without needing to open the card.

✅ Example Use Case

In a Project Tracker board, you might want statuses like:

• “Opportunity Identified”
• “Estimate In Progress”
• “Bid Submitted”
• “Awarded”
• “Active Project”
• “Closed”

You can add all of these and configure each to show relevant info (e.g., Estimated Value in “Estimate In Progress” and Project Start Date in “Active Project”).

🧠 Tips & Edge Cases

• Statuses affect the visual flow of your process — use clear names that everyone understands.
• You can rearrange status order by dragging them up/down in the settings list.
• If using Timeline View, statuses help visually organize projects along start/end dates.