Default statuses#

Typical defaults are Backlog, Todo, Needs Review, Done and Cancelled. Workspaces can customize names and order. Whether AI is currently generating is a separate runtime state.

Move work through the board#

Open All conversations and switch to the board.
Drag a task card to a status column, or change status in its menu.
Put outputs that need human checking in Needs Review.
Set Done after checking the files and conclusions.

Two kinds of dragging#

Moving a board card changes business status. Manual sorting in a project list changes display order only; it does not change status, creation date or project membership. Group headings also have their own order.

Archive and restore#

Archive inactive conversations worth preserving. Find and restore them under Settings → Archived conversations. Archiving does not back up external source files. Deletion is a separate action; review its confirmation carefully.

A useful team convention#

Agree on what each status means: for example, Needs Review means a draft is ready; Done means the responsible person checked it. A status label is not a signature or approval record by itself.