Statuses and the chevron

Statuses are how a record's lifecycle is expressed, and they're configurable per organization: the names, the order, and which ones mean "finished".

Order is the lifecycle

The order you list statuses in is the order of the lifecycle. That single fact drives more than it looks like:

• the chevron strip above a list reads left to right in that order
• sorting by status follows it, rather than sorting alphabetically
• the dropdown on a record offers them in that order

So if your process is lead → estimating → scheduled → in progress → complete, put them in that order and everything downstream agrees.

Renaming

Rename a status and the new name appears everywhere: lists, the detail page, dashboard charts. There's no second place to maintain a display name.

If you rename Assigned to Dispatched, a chart grouped by status says "Dispatched" too.

Terminal statuses

Mark a status terminal when work in it is over: cancelled, skipped, closed.

Terminal statuses are excluded from the default "open work" view, which is what lets a list answer "what still needs attention?" rather than growing forever.

A status you finish on is not necessarily terminal

Completed work orders are deliberately not terminal: completed work still needs reviewing and billing, so it must stay in the open list. Terminal means "nothing further will happen", not "the field work is done".

The chevron strip

The chevron is the horizontal lifecycle strip above a list, with a count on each step. Click a step to filter to it.

Turn it on per entity in Settings → General → Status chevron.

• Which steps: it follows your configured status order; there's no separate ordering to maintain.
• How many: long pipelines get unreadable squeezed into one strip, so you can show just the first few steps you work day to day.
• Counts are organization-wide, not just the page you're looking at. A chevron that counted only the current page would contradict itself as you paged through.

Work Orders has its own purpose-built chevron and isn't in that list.