Best Practices for Using Statuses in Taskify

Maximize Taskify's Statuses feature by following these guidelines to streamline workflows, reduce errors, and boost team collaboration. Proper use turns simple labels into powerful progress trackers.

1. Keep It Simple and Consistent

  • Limit custom statuses to 5–7 per workflow to avoid clutter. Use clear, action-oriented names (e.g., "Ready for Review" instead of "RFR").

  • Standardize across teams: Align on shared statuses for projects involving multiple departments.

  • Tip: Audit annually—remove unused statuses to maintain a clean list.

2. Leverage Colors for Quick Insights

  • Assign intuitive colors: Blue for planning, yellow for active, green for success, red for alerts.

  • Test for accessibility: Maintain the Title and Colors properly to avoid any confusions.

  • Pro Move: Use Kanban Boards , to update the project / task status easily with getting insights of each status also.

3. Implement Role-Based Permissions

  • Restrict high-level statuses (e.g., "Approved") to managers to prevent premature closures.

  • Security Note: Regularly review "Allowed Roles" in status settings to match evolving team structures.

4. Train and Monitor Adoption

  • Onboard teams with quick demos: Show drag-and-drop in action.

  • Track usage via audit logs—if a status is underused, refine its definition.

  • Advanced: Combine with labels for hybrid tracking (e.g., Status: "Done" + Label: "High Priority").

Real-World Example

In a software dev team: Statuses flow as "Backlog" → "In Dev" → "Testing" → "Deployed." Colors guide sprints, and permissions ensure QA can't mark "Deployed" without review. Result: 20% faster cycle times.

Avoid over-customization—start with defaults and iterate.