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Statuses

Overview

Statuses standardize workflow state across work items. Consistent meanings improve reporting and reduce execution confusion.

Key Concepts

  • Status Type: reusable set of allowed statuses

  • Status meaning: shared definition of what each status represents

  • Workflow alignment: keeping statuses consistent across Projects

How It’s Used

Use status standards during rollout. Use them when teams report inconsistent progress tracking.

Benefits

  • Cleaner reporting across Projects

  • Faster reviews through consistent signals

  • Reduced rework from ambiguous state definitions

Setup Steps

  1. Define status meanings at Account scope.

  2. Apply status types consistently across Projects.

  3. Review status usage quarterly and remove unused states.

Best Practices

  • Keep the status set small and stable.

  • Document meaning and entry criteria in an internal SOP.

  • Avoid repurposing a status for a new meaning.

Summary

Statuses standardize workflow state and reporting. Meanings should be consistent and governed.

Related:

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