Track Statuses in Trackler
Track statuses let you define what stage a Track is in. They help you maintain clear overviews, generate reports, and streamline your workflow. Think in terms of phases like Lead, Active, Paused, or Completed.
You can manage statuses via your Workspace settings → Track Statuses.
What are Track Status Groups?
Track statuses are divided into predefined status groups, such as:
Lead – For potential Tracks in the early stage
Onboarding – For newly started Tracks (affects pricing)
Active – For ongoing or currently active Tracks (affects pricing)
Paused – For temporarily suspended Tracks
Completed – For successfully finished Tracks
Cancelled – For Tracks that were stopped or discontinued
Archived – For historical or closed Tracks
Each group has its own color and purpose. Within each group, you can create one or more custom statuses.
Adding new statuses
Go to the appropriate status group
Click the plus icon
Give the new status a name (e.g. “Intake Scheduled,” “Awaiting Feedback,” or “Extended Support”)
Optionally, adjust the color or other settings
You can then manually assign these statuses to any Track.
Why use Track Statuses?
Track statuses are useful for:
Overview – Quickly see where each Track stands
Automation – Trigger or stop workflows based on status
Reporting – Filter by status groups like “Active” or “Paused”
Pricing models – Certain statuses (like Active or Onboarding) can impact billing in Trackler