Action statuses and categories

Every action in Genuics has a status and a category. Statuses track where an action is in its lifecycle - is it new, being worked on, or resolved? Categories organize actions by type - is it a product issue, a service recovery, or a process improvement? Both are fully customizable to match how your team works.

Default statuses

Genuics comes with five built-in statuses:

Status	Color	Purpose
Open	Blue	Newly created, not yet started
In Progress	Yellow	Someone is actively working on it
Resolved	Green	The issue has been addressed
Closed	Gray	Finalized - no further action needed
Blocked	Red	Cannot proceed until a dependency is resolved

These defaults work for many teams, but you can customize them or add new ones.

Customizing statuses

Go to Setup > Configuration > Actions to manage your statuses.

Add a new status

1. Click Add Status in the statuses section.
2. Enter a name for the status - for example, "Awaiting Customer", "Under Review", or "Escalated".
3. Choose a color to visually distinguish it in the Actions list and on dashboards.
4. Set the sort order - this determines where the status appears in dropdown menus and filter lists. Lower numbers appear first.
5. Click Save.

Edit an existing status

Click any status in the list to change its name, color, or sort order. Changes apply immediately to all actions that currently have that status.

Delete a status

You can delete a custom status as long as no actions are currently using it. If actions do use it, reassign them to a different status first.

Examples of custom statuses

Different teams benefit from different status workflows:

Customer experience team:

• Open, Investigating, Awaiting Customer, Resolved, Closed

Product team:

• Reported, Triaged, In Development, In QA, Shipped, Closed

Operations team:

• New, Assigned, In Progress, Pending Approval, Complete

Action categories

Categories group actions by type, making it easier to filter, report, and prioritize.

Default categories

Genuics doesn't ship with default categories - you create them based on your use case.

Create a category

1. Go to Setup > Configuration > Actions.
2. Scroll to the Categories section.
3. Click Add Category.
4. Enter a name - for example, "Product Issue", "Service Recovery", "Process Improvement", "Compliance", or "Training".
5. Click Save.

Edit and delete categories

Click a category to rename it. Delete a category if it's no longer relevant - actions that had that category will show it as unset, and you can reassign them.

Examples of useful categories

Category	When to use
Product Issue	A bug, feature gap, or usability problem surfaced by data
Service Recovery	A customer had a bad experience and needs follow-up
Process Improvement	Data reveals an internal process that needs fixing
Compliance	A regulatory or policy-related follow-up
Training	A knowledge gap identified through data patterns
Quick Win	A small, high-impact improvement that can be done fast

How statuses and categories work together

Statuses answer "where is this action right now?" Categories answer "what kind of action is this?" Together, they give you powerful filtering on the Actions page:

• Show me all Product Issue actions that are In Progress
• Show me all Service Recovery actions that are Blocked
• Show me everything that's Open, regardless of category

Workflows can also use statuses as triggers - for example, "when an action moves to Escalated, send a Slack message to the manager." See Action status workflow for details.

Next steps

Learn about how actions move through their lifecycle in Action status workflow, or go back to Creating and managing actions for the basics.