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Configuring your workflow and statuses

Learn how to configure and manage statuses in Craft.io to reflect how your team works and drive accurate progress tracking across your Workspace.

Written by Zvi Cohen Zion

Every item in Craft.io has a status. Statuses describe where a piece of work stands - from the moment it is added to your backlog to the moment it is shipped.

Getting your workflow right is foundational: statuses power your views, progress calculations, filters, and dev tool automation rules. Everything that tracks progress in Craft.io runs through this configuration.


Understanding status categories

Every status in Craft.io belongs to one of three categories. These categories determine how the status behaves in views and progress calculations - not just how it is labeled.

  • Open - work that has not yet started. Items in this category register as 0% complete by default

  • In Progress - work that is actively being worked on. Items in this category register as 0% complete by default, but are visible as active in views

  • Done - work that is finished. Items in this category register as 100% complete by default and drive progress rollup up the hierarchy

Within each category, you can create as many statuses as your workflow requires. For example, "In Design", "In Development", and "In Review" can all sit under In Progress. "Dev Done" and "Deployed" can both sit under Done.

Your status categories can be easily renamed - via Workflow and Statuses → Customize


Configuring your statuses

Follow these steps:

  1. Navigate to Workspace Settings

  2. Select Workflow & Statuses

  3. Review the default statuses and customize them to match your team's workflow

You can use Craft.io's default workflow as a starting point. Most teams adapt it over time rather than building from scratch - the defaults cover the most common stages and are already mapped to the correct categories.


Editing statuses

You can rename, recolor, and reorder statuses at any time.

  • To rename - click the status name and type a new one

  • To recolor - click the colored circle next to the status name and select a new color

  • To reorder - drag the status to a new position within its category

Changes apply immediately across your Workspace. Renaming a status does not affect any items already assigned to it.


Adding new statuses

Follow these steps:

  1. Open Workspace Settings → Statuses → Workflow & Statuses

  2. Scroll to the category where you want to add the status

  3. Click + Add Status at the bottom of that category

  4. Name the status and assign a color

You can add as many statuses as your workflow requires within each category.


The Completed status

Completed is a system status in Craft.io. It sits outside the three categories and cannot be deleted or renamed.

Items set to Completed are hidden by default across all views. This keeps your active views focused on work in progress. To view completed items, add a Status filter to any view and include Completed in the selection.


How statuses drive progress

Progress in Craft.io is driven by each status's completion percentage, not just its category. By default, every status in the Open and In Progress categories starts at 0%, and every status in Done - including custom statuses you create there - starts at 100%. Admins can customize the percentage for each individual status - see Setting a completion percentage for each status.

A parent item's progress is derived from the completion percentage of its child items' statuses. For example, an Epic with 2 Features in a Done status (100% each) and 1 Feature in a status set to 50% shows 83% completion.

This is why configuring your status categories - and their percentages - correctly matters. If a status is in the wrong category or set to the wrong percentage, progress will not calculate accurately - and your Progress Dashboard will not reflect reality.


Viewing and updating item statuses

The Status field is visible across all views - Table, Kanban, Swimlanes, Timeline, and Progress Dashboard.

To update an item's status, follow these steps:

  • Click any item in your view (e.g Table view)

  • Select a new status from the status dropdown in the item properties status field

Note, this can also be done directly within a view, without opening up an individual item.

Teams using a Table, Kanban, Swimlanes or Timeline view can update status by dragging items between columns if you're grouping by the Status field - each column or swimlane represents a status, and moving a card updates the value immediately.


Status automation rules

If your Workspace is connected to a dev tool (Jira, Azure DevOps, or Linear), you can configure automation rules that update Craft.io statuses automatically when your engineering team moves work in their tool.

Follow these steps:

  1. Open Workspace Settings → Statuses → Status Mapping

  2. Click Add Rule

  3. Select the relevant Dev Status in your development tool (e.g Jira), and the corresponding status in Craft.io

  4. Save your rule and apply changes

💡 This is one of the most common setup gaps - status automations are not configured by default and must be set up manually. Without them, Craft.io statuses will not reflect what is happening in your dev tool. See How to automate status updates from your dev tool for a full setup guide.


What comes next?

Your statuses are the foundation, but their real value comes when they stay automatically in sync.

Assign a completion percentage to each status

Move past the default 0%/100% split and set a custom percentage for every status, so progress reflects real work state. See Setting a completion percentage for each status.

Connect your dev tool statuses to Craft.io

Status changes in Jira, Azure DevOps, or Linear don't automatically flow into Craft.io. Set up Status Automation Rules to keep them in sync.

Close the loop with your feedback submitters

Map work item statuses to customer-facing updates in your Feedback Portal, so submitters are notified automatically when their request ships. See Feedback status automations.

See your progress in one view

With statuses in place and workflow configured, the Progress Dashboard gives you a real-time picture of where work stands. Head to the Progress Dashboard to see how your status categories are driving completion percentages across your Workspace - and confirm that items are rolling up as expected.

Need more guidance? 🙋 Our LIVE support team (bottom-right corner of your screen) replies to ANY question!

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