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Workflow

Workflows and statuses

How to design ticket workflows that stay coherent: small status sets, clear definitions, and guardrails that stop drift.

Agencies don’t lose time because they lack statuses. They lose time because statuses drift until nobody knows what “done” means.

Timelint is designed for ticket-first workflows with guardrails: fewer statuses, clearer meaning, faster navigation.

Board workflow
Boards stay useful when status and ownership stay legible.

Editing a workflow (what it looks like)

Workflow editor
Defaults, status ordering, and customer-facing labels in one place.

A good default workflow

For most agency delivery:

  • Backlog
  • In progress
  • Blocked
  • Review / QA
  • Done

For service desk projects, keep the same core statuses and add rules, not more statuses.

Customer status labels (portal)

If a status name helps your team, it often confuses clients.

Use customer labels to keep the portal simple, e.g.:

  • Internal: “In progress” → Customer: “We’re working on it”
  • Internal: “Blocked” → Customer: “Waiting on info”

Status definitions (non-negotiable)

Write one sentence for each status, plus:

  • what must be true to enter
  • what must be true to leave

If you want a template you can copy/paste, use: Ticket status definitions template.

Don’t create “client-specific statuses”

If a status exists for one client, it’s usually a smell.

Prefer:

  • tags/labels
  • a clear blocked reason
  • a short policy in Resources

Workflow templates (keeping projects consistent)

If you run many client projects, consistency matters more than flexibility.

Use workflow templates so new projects start with:

  • the same statuses
  • predictable meaning
  • faster onboarding

If you’re moving from Jira, simplify workflows first. See: Jira workflow simplification guide.

Want a calmer workflow?

Timelint is ticket-first project management for agencies.