Configuring the available file and project statuses

As you redact and review the project files, you set the status of each file and project. Projects and files use the same set of status values.

Each status is associated with a color.

Built-in statuses

Textual comes with a set of built-in statuses. The built-in statuses are:

• Not started - This is the default status. It is applied automatically to all new projects and files. You cannot delete this status.

• In progress

• Ready for review

• Review in progress

• Done - This is intended to be the final status for a project or file. You cannot delete this status.

You can change the name and assigned color of all of the built-in statuses. You can delete the built-in statuses that you do not need, except for the Not started status and the Done status.

You can also add custom statuses, to accommodate your particular redaction and review process.

Displaying the status list

On the Guided Redaction page, to display the status list, click Status settings.

The status list shows the status name and the associated color.

Status settings list for guided redaction

Adding a status

Required global permission: Create guided redaction status values

From the Status Settings panel, to add a status:

1. Click Add a status.

2. On the status configuration panel, in the field, provide a name for the status. Status names must be unique.

3. Click the color to assign to the status.

4. Click Save.

Editing a status

Required global permission: Edit guided redaction status values

From the Status Settings panel, to change the status configuration:

1. Click the status name.

2. On the status configuration panel, you can change the status name and color. Remember that the status name must be unique.

Configuration panel for a guided redaction status value

1. To save the changes, click Save.

Deleting a status

Required global permission: Edit guided redaction status values

You cannot delete:

• The built-in Not started status.

• The built-in Done status.

• A status that is currently assigned to a project or file.

From the Status Settings panel, to delete a status:

1. Click the status name.

2. On the status configuration panel, click the delete icon.

Configuration panel for a guided redaction status panel, with the delete icon