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Best practices for using Trip Statuses in Tern

In this article we show you how to update the trip statuses and provide some tips on how to use them effectively.

Written by David Shull

Trip statuses are designed to give you an easy way to track where trips are in your workflow. Tern comes with a default set of trip statuses but they are customizable so you can make them work based on your process.​


1. Trip statuses define the columns in the board view

In the board view the trip statuses define the columns you see in the screenshot below. The general idea with the board view is that you move trips from left to right as they progress through your process.
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In the example below, "Inbound" might be used to indicate a trip that has come in via a trip request form but that you haven't yet qualified.

Views on the Trips page
Your Trips page supports two views:

  • Board: Trips appear in columns by status. You can drag trips between columns to update their status.

  • List: Trips appear in a sortable, filterable table.

Click the Display button in the header to switch between views. The Shared with Me tab always shows in list view. The Display toggle only appears on the My Trips tab.

2. To change your trip statuses go to your account settings

You can access your account settings by clicking the avatar in the top right corner.

3. Once in your settings, select 'Trip Settings'

4. Update the statuses to match your process

From this page you can delete, add, and reorder statuses. Two statuses β€” Cancelled and Archived β€” are system-controlled: their names are fixed and they cannot be deleted, though you can still drag them to a different position in your list. All other statuses, including the default ones, can be renamed or removed.

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