In waves, beginning in March 2026, Moovila is enabling custom status functionality for Autotask PSA integration users. Once your organization has been notified that this functionality is available, the Autotask PSA integration admin must follow the steps detailed in the video below to update/review/confirm status mapping via the configuration wizard. Upon completion of the wizard, custom status functionality will be made available to all users.
General details surrounding the difference between the previous status mapping and the latest version can be found below:
There will no longer be a status-to-status mapping, rather a selection of how to treat each Autotask PSA status. These will now be called "status categories”. For each status in Autotask, the integration admin will define the associated category. These status categories in Moovila drive business rules in Critical Path engine, percent complete calculations, resource capacity metrics, etc.
A “Default” status within each category (to which statuses have been applied) will be required. The first status that is dragged into the category will be marked as default, but can be changed if needed.
There is no longer an explicit selection for a “Default” status to be used if something isn’t mapped as they previously did. The default will ALWAYS now be associated to the "Not Started" category for tasks and "In Planning" category for projects.
Task Status Mapping
Statuses will be dragged/dropped to the associated “Category” mapping. The mapping will be pre-populated based on the existing status mappings for existing customers.
A status MUST be mapped to a “Not Started”, “In Progress”, and “Complete” state.
There is one central task status list within Autotask, but each Autotask task category an be configured to only use a subset of the statuses.
Defaults can be selected for one status within each category mapping via the radio button.
Validations will prohibit project board mappings from being saved without all the required categories (Not Started, In Progress, and Complete).
All unmapped statuses (Either previously were not explicitly mapped or a new enterprise) will have those statuses in the “Not Started” category.
Project Status Mapping:
Statuses are dragged/dropped to the correct categories and the Planning, In Progress, and Complete category must have at least one status included.
For each category that contains statuses, a default status must be selected.
Defaults work in the same manner, and validations also occur on this page prior to saving to ensure the correct mappings.
All unmapped project statuses (Either previously were not explicitly mapped or a new enterprise) will have those statuses in the “Planning” category.
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