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Help Documentation  / Plan & track

Task Statuses & Workflows

Custom statuses replace one-size-fits-all workflows. Learn how to rename, recolor, cap work-in-progress, and reuse a status set as a template.

The Task Statuses dialog for a List, showing the Inherit from Space / Use custom statuses radio choice on the left and the four-category status editor on the right with colored status chips and a WIP limit badge.

Managing a List's task statuses, including a WIP limit set on one status.

What it does

Task statuses are the named, colored stages a task moves through — grouped into Not Started, Active, Done, and Closed — editable at the Space, Folder, or List level, with Folders and Lists able to inherit their parent's statuses or break off with their own.

Who needs it

Teams whose workflow doesn't match a generic To Do / In Progress / Done set, and anyone who wants to cap how much work is in a stage at once with a WIP limit.

Why use it

A workflow you can read out loud in your own words, saved as a template once and reused everywhere you'd otherwise rebuild it by hand.

How it works

Statuses live on a Space, and can be inherited or overridden at the Folder and List level below it. Open Task Statuses from the Space, Folder, or List "..." menu (or a List's own "Statuses" button).

A Space's statuses are always its own editable root template. A Folder or List instead starts with a Status type choice:

  • Inherit from Space (or from its parent Folder, for a List inside one) — stays in sync with whatever that parent uses.
  • Use custom statuses — detaches it with its own independent set, editable from that point on.

Whichever set is editable, the status editor groups statuses into four fixed categories — Not Started, Active, Done, and Closed — stacked top to bottom. Within a category you can:

  • Add a status by name; it gets a default color for its category.
  • Rename a status, or recolor it from a curated swatch palette.
  • Drag a status to reorder it, or move it to a different category (Closed is a fixed single slot and can't take a dragged-in status from elsewhere).
  • Set a WIP limit on any status — a cap on how many tasks can sit in it at once.
  • Delete a status, except the one marked default (where new tasks start) or the last remaining one.

A Status template picker lets you replace the whole set with a saved template in one click. After editing, Save template writes your changes back into the template you started from, or the dropdown next to it offers Save as new template to keep the original untouched and create a new one from your edits. Guests can view a Space, Folder, or List's statuses but can't edit them.

Ready when your team is.

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