> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure statuses in a case template

> Add and rename child statuses under Draft, Pending, In Progress, Closed, and Cancelled so your team sees where each case stands — worked example: Collect info about new employee.

Well-configured **statuses** make cases legible at a glance: everyone sees which phase a case is in and what still needs to happen. This guide opens a **case template**, goes to **Case settings**, and adjusts **child statuses** under each parent category.

The worked example uses the template **Collect info about new employee**; the same steps apply to any case template.

## What you'll build

When you finish, your **case template** will have **child statuses** that match how your team works — for example, multiple steps under **In Progress** instead of a single generic label. You will have:

* Opened **Statuses** from the template’s **settings**
* Either **renamed** existing child statuses or **added** new ones with **+** next to a parent
* **Saved** the lifecycle so new cases pick up the structure

**Estimated time:** 5–10 minutes

***

<Steps>
  <Step title="Open your case template">
    In the sidebar, expand **Templates**, then click **Cases**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%201.png" alt="Templates menu expanded with Cases selected" className="mx-auto" />
    </Frame>

    Click the **case template** you want to configure — for this walkthrough, open **Collect info about new employee** (or your own template).

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%202.png" alt="Case Templates list with Name, Created At, and Default owner columns" className="mx-auto" />
    </Frame>
  </Step>

  <Step title="Open Case settings">
    In **Template Edition**, click the **settings** (gear) icon in the upper-right corner.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%203.png" alt="Case template header with settings gear icon highlighted in the toolbar" className="mx-auto" />
    </Frame>

    In **Case settings**, under **Case lifecycle**, choose **Statuses**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%204.png" alt="Case settings sidebar with Statuses selected and parent statuses Draft through Cancelled" className="mx-auto" />
    </Frame>
  </Step>

  <Step title="Configure child statuses">
    Penbox gives you **five parent statuses** — **Draft**, **Pending**, **In Progress**, **Closed**, and **Cancelled**. Each parent starts with **one** child status that shares its name. You refine the lifecycle by renaming those children or adding more under a parent.

    **Rename an existing child status**

    Click the **child** you want to change, then edit the **Label** field.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%205.png" alt="Child status selected with Label Info collected from the new employee and optional auto-transition field" className="mx-auto" style={{ maxWidth: "640px" }} />
    </Frame>

    **Add a new child status**

    1. Click **+** beside the **parent** (for example **In Progress**).
    2. Click the newly created child (it may appear with a default name such as **In Progress New**).
    3. Update **Label** to the name your team should see.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%206.png" alt="In Progress parent with plus control and two child statuses listed" className="mx-auto" style={{ maxWidth: "520px" }} />
    </Frame>

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%207.png" alt="New child status selected with Label field showing In Progress New" className="mx-auto" style={{ maxWidth: "640px" }} />
    </Frame>

    Click **Save** when the structure matches your process.
  </Step>

  <Step title="Review the result">
    Here is one possible outcome for **Collect info about new employee**: under **In Progress**, two clear child statuses instead of one — for example **Info collected from the new employee** and **Extra information asked to the new employee**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/penbox/images/Case%20status%20guide%208.png" alt="Statuses configuration showing two custom child statuses under In Progress" className="mx-auto" />
    </Frame>
  </Step>
</Steps>

***

## You're done

Your **case template** now exposes **child statuses** that reflect how work actually moves. New cases still **start** in the first child under **Draft** by default. While a case is open, your team **changes status manually** from one value to the next unless you add automation elsewhere.

<Tip>
  **Automatic status transitions** — when watched data or steps satisfy a condition — are covered in [Automatic case status transitions](/guides/automatic-case-transition). Use the **Auto-transition condition** field on each child status to add that logic.
</Tip>

***

## What's next?

<CardGroup cols={2}>
  <Card icon="folder-open" href="/guides/build-first-case-template" title="Build your first case template">
    Create a template from scratch if you are new to case templates.
  </Card>

  <Card icon="play" href="/guides/run-first-case" title="Run your first case">
    Walk through a case end-to-end in the app.
  </Card>

  <Card icon="git-branch" href="/cases/statuses_lifecycle" title="Statuses and lifecycle">
    Read how parent and child statuses fit the case lifecycle in Penbox.
  </Card>

  <Card icon="folder" href="/cases/case_templates" title="Case templates">
    Deep-dive on case templates in the main documentation.
  </Card>
</CardGroup>
