Statuses and who has the ball
In the card details, each assignee role has a colored dot on its left. The color matches the status in which that role has the ball. The icon of the person who has the ball right now gets a border in the status color.
For how to set the roles (Creator, Processor, Reviewer, Receiver), see Set assignees and dates. For why a card has four roles instead of one assignee, see Why cards have four roles and a ball.
Change the status
There are several ways to change the status. Whichever you use, a record of the change is added to the card’s comments.- Card details: Choose a status under Status on the left, then press Save changes. You can change from any status to any other status.
- Home: Press Move to … on one of your cards. It moves one status forward and saves right away.
- Kanban: Drag the card to another column (Kanban, List, and Timeline).
- Card menu: In Kanban and List, choose Set to … from the card’s menu.
- In bulk: Select several cards and update them together (Filter and bulk edit).
When a role is empty
When you move a card forward and a role has no assignee, ZARMS handles it like this.- The role for the current status is empty: You, the person who made the change, are put in that role. For example, if you move a card from In review to Done with no Reviewer, you become the Reviewer, and a message at the bottom of the screen tells you so.
- The role that gets the ball next is empty: A dialog asks you to choose someone for that role. Choose a person and press Assign, or press Skip to move on with the role still empty.