Design Stages Around Handoffs, Not Feelings
The most useful status stages reflect moments when work moves from one person or team to another. 'Submitted,' 'Under Review,' 'Approved,' and 'Rejected' are more actionable than 'Pending,' 'Active,' and 'Done.' Each stage should answer: who owns this right now, and what needs to happen next?
Combine Status With Kanban for Visual Tracking
Once your status column is clean, Kanban view turns it into a board automatically. Your stages become columns, and every record becomes a card. Team leads can see the full pipeline at a glance without asking for status updates. Cards move as work moves.
Use Filters to Build Stage-Specific Views
Filter by status to create focused views for each stage of your workflow. A 'Pending Approval' view shows only records waiting for sign-off. A 'Completed This Month' view shows only closed work with a date filter added. These views are saved and reusable — no rebuilding filters each time.
Published by Recordbook
5 March 2026