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Configure mail status labels

Control process-end terminology across your project.

Required permissions
Edit project settings

Set the mail status labels for the entire project to make it easier to understand when a mail-based process has been completed.

The following default mail status labels can be configured:

  • Responded can be changed to Answered, Completed, or Closed.
  • Closed-out can be changed to Closed, Confirmed, Accepted, or Agreed.

Note: Changing a status label will update the label for ALL mail and all organizations on your project (both historic and future), so make sure you communicate this change well in advance to avoid confusing your project members. The new status will reflect in newly exported reports.

If you decide to return to using the default labels of Responded and Closed-out, they will similarly get updated everywhere they're displayed. We recommend you consider changing a default label status once you've configured end-of-process mail types for your important mail processes. 

  1. Click Setup and select Project Settings from the top main menu.
  2. Click Mail and choose Mail Statuses.
  1. Click edit (pencil icon) to change a status label.
  2. Select the new status from the dropdown.
  3. Click Save. Your changes take effect immediately. We recommend communicating changes to this area before making them.

The below animation demonstrates the change in mail status labels on an existing mail.

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