Status Workflow & Progress

Track work through statuses: To Do → In Progress → In Review → Done.

INTERACTIVE VISUAL GUIDE

Step-by-Step Guide

Cards start as To Do (gray) when created

Move to In Progress (yellow) when work begins

Optionally move to In Review (blue) for approval

Mark as Done (green) when complete, or Blocked (red) if stuck

Cancelled (dark gray) for abandoned work

Use Auto-Layout from the Command Bar (Cmd+K) to automatically organize cards into status columns

Use the Filter Bar to filter by status and focus on what matters

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Cards are the building blocks — tasks, milestones, initiatives, and more.

Every card has rich details — status, dates, assignee, progress, and description.

Seven card types for different purposes: task, milestone, initiative, risk, decision, document, note.