Add or Customize a Status

In the relevant module, select the Status button in the module builder toolbar. The Statuses panel displays.

Locate the Intake or Triage & Coordination section and select + Add Status in that section. A new status is created in the relevant section.

The Intake status section may not contain any default statuses.

Select the color picker to choose a color for the status and rename the status.

Reorder statuses or swap statuses between Intake and Triage & Coordination section by selecting the status move icon, , and dragging it into the desired section.

Remember that statuses in the Intake section do not by default activate module logic. To configure an Intake status to activate module logic, update the Run Settings in the relevant trigger to enable Run also on Intake items.

Select the color picker to choose a color for the status and select the status label to rename the status.

Reorder statuses or swap statuses between Intake and Triage & Coordination section by selecting the status move icon, , and dragging it into the desired section.

Remember that statuses in the Intake section do not by default activate module logic. To configure an Intake status to activate module logic, update the Run Settings in the relevant trigger to enable Run also on Intake items.

For Triage & Coordination statuses, you can configure the status state. These states determine how Tonkean handles items with that particular status:

Select the X beside the status you want to delete. A window displays with a deletion confirmation message.

Select Delete. The status is deleted.