What is a Track Status?
A Track Status defines the current phase of a Track. Examples include:
Lead – the Track is in an early or exploratory stage
Onboarding – the Track has just started
Active – the Track is ongoing
Paused, Completed, Cancelled, Archived – for different follow-up stages
Each Track can have only one status at a time.
Statuses are useful for reporting, automation, and pricing (e.g. only active Tracks count toward billing).
What is a Tag?
A tag is a flexible label you can create and apply freely. Tags are ideal for:
Grouping Tracks or users (e.g. “Team A,” “VIP Client”)
Filtering reports
Controlling access to forms or e-learnings
Setting conditions in workflows
A Track can have multiple tags at once.
Tags can also be used on workflows, forms, and e-learnings.
When should you use each?
Use case | Use a status | Use a tag |
Indicating a Track’s phase | ✔️ |
|
Reporting on progress or stage | ✔️ |
|
Grouping clients or Track types |
| ✔️ |
Showing or hiding content conditionally |
| ✔️ |
Triggering or blocking workflows |
| ✔️ (based on tag) |
Controlling pricing logic | ✔️ (Onboarding/Active) |
|
One label per Track | ✔️ (only one allowed) |
|
Multiple labels per Track |
| ✔️ |
Best practice: Combine them
You don’t need to choose between tags and statuses — they’re most powerful when used together. For example:
Set the status to Active, and use a tag to mark the Track as “Internal Team”
Use a tag to unlock a form, and update the status to Completed once the form is submitted