Added by Rihan Ahmed 23 days ago
I am sure this may be a common question. I am using the community edition of OpenProject. I managed to create new Work pckage types based on my requirements. I also created new Status types. What I need to be able to do is assign different status types to different Work Package types
Ex.
Work Package type 1
Status A; Status B and Status C
Work Package Type 2
Status P; Status Q and Status R
I cannot find any way of mapping different status types to specific Work package types. Can anyone help me achieve this outcome?
Replies (2)
Hi Rihan,
sure! Status options are not only tied to work package types but to roles as well. So you define which role (project member, admin, reader etc..) can select which status using a certain work package type.
Examples:
You could allow only project admins to close work packages of type Phase.
Or your QA team is only allowed to chose the status options testing, successful test or test failed for a Product work package, and once they selected one of the latter, they cannot switch back.
To do this, you first need to create new status options (which you already did) and then define the workflows for each role and work package type.
This can be done via Administration -> Work packages -> Workflow.
There is a recently published blog post available regarding this topic. It also includes a visual step-by-step guide which I can recommend:
https://www.openproject.org/blog/status-and-workflows/
Best,
Alexander
Thanks for the reply.
I followed these instructions
2. I selected the roles and narrowed down the status selections. I want the work package - Membership Request to have certain status transitions and the Card work package type to have a different set of status transitions with no over lap
3. The problem I run into is since there is only selectable default status. Even when I create the other work package type where the default status is not applicable, the work package gets created with the default work status and I am unable to move it to anything else
In this case, this is a work package of type "Card" to which the Status - "Submitted" is not even applicable. But since it is tagged as the default status, it applies to even this work package, I cannot transition from this to anything else from this point.
Does this limitation of having one default status mean that I have to have a single status as the default starting point for all Work package types and only differentiate with what subsequent transitions?