Action status workflow

Every action in Genuics has a status that reflects where it is in its lifecycle. Statuses keep your team aligned on what's been started, what's stuck, and what's done.

Default statuses

Genuics comes with five built-in statuses that cover the most common workflow:

Status	Meaning	Color
Open	The action has been created but no one has started working on it yet	Blue
In Progress	Someone is actively investigating or working on the action	Yellow
Blocked	Work has stalled - the assignee is waiting on something external	Red
Resolved	The issue has been addressed and a fix or response has been delivered	Green
Closed	The action is fully complete and no further follow-up is needed	Gray

Change an action's status

1. Open the action by clicking on it from the Actions page.
2. In the action detail view, click the status badge near the top of the page.
3. Select the new status from the dropdown.
4. The change saves immediately and is logged in the action's activity history.

A typical workflow

Here's how a real action might move through statuses from start to finish:

Scenario: Your NPS dashboard shows a 12-point drop for the "Onboarding" touchpoint.

1. Open - You create an action: "Investigate NPS drop at Onboarding touchpoint." It's assigned to the Customer Success lead with High priority.

2. In Progress - The CS lead picks it up, reviews the linked evidence (the chart showing the drop), and starts pulling verbatim feedback from the dataset to understand root causes.

3. Blocked - The CS lead discovers the drop correlates with a recent change to the onboarding email sequence, but needs the marketing team to confirm what changed. They mark it Blocked and add a comment: "Waiting on Marketing to confirm email sequence changes from March 15."

4. In Progress - Marketing confirms the change. The CS lead moves it back to In Progress, proposes rolling back the email change, and runs a test.

5. Resolved - The email sequence is reverted. Early data shows NPS recovering. The CS lead marks it Resolved and adds a comment with the evidence.

6. Closed - After two weeks, NPS has fully recovered. The action owner closes it.

Status changes in the activity history

Every status change is recorded in the action's activity timeline with:

• Who made the change
• When it happened
• The previous status and the new status

This gives you a full audit trail of how the action progressed. You don't need to manually log transitions - Genuics tracks them automatically.

Filter actions by status

On the Actions page, use the status filter to focus on what matters:

• Show only Open actions to see what hasn't been started
• Show Blocked actions to identify bottlenecks your team is stuck on
• Show In Progress to check what's actively being worked on
• Hide Closed actions to keep the list focused on active work

You can combine the status filter with priority, assignee, category, and team filters to narrow down further.

Custom statuses

The default five statuses work well for most teams, but your workflow might need something different. Admins can create custom statuses to match your process.

Create a custom status

1. Go to Setup > Actions in the sidebar.
2. In the Statuses section, click Add Status.
3. Enter a name for the status (e.g., "Awaiting Approval" or "Under Review").
4. Pick a color so the status is visually distinct on the Actions page.
5. Set the sort order to control where the status appears in the dropdown and on the board view.
6. Click Save.

Example custom workflows

Customer support team: Open, Triaged, Investigating, Awaiting Customer, Resolved, Closed

Product team: Open, Under Review, Accepted, In Development, Shipped, Closed

Compliance team: Open, Under Investigation, Escalated, Remediated, Audited, Closed

Edit or reorder statuses

1. Go to Setup > Actions.
2. Click on any status to edit its name, color, or sort order.
3. Drag statuses to reorder them. The order here determines the order in dropdowns throughout the app.

Next steps

• Assigning and commenting - collaborate on actions with your team
• Configuring action statuses and categories - full admin guide to customizing statuses
• Creating and managing actions - the complete guide to action creation