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Best practices for using Trip Statuses in Tern
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.

David Shull avatar
Written by David Shull
Updated over a week ago

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.

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. You can reorder statuses by dragging and dropping the statuses. You can add a new status by defining the name of the status and clicking 'Add Status'

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