> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Statuses

> Track ticket progress with flexible status system including system statuses and custom sub-statuses that can be assigned to specific forms

Statuses track ticket progress through your workflow. Use five system statuses as categories, then create custom sub-statuses underneath them for granular process management. Assign custom statuses to specific <Tooltip headline="Forms" tip="Structured intake forms with custom fields" cta="Learn about forms" href="/documentation/tickets/forms/overview">forms</Tooltip> to match different workflows.

<View title="Human" icon="user">
  ***

  ## System statuses

  Every ticket uses one of five system statuses. These categories organize your workflow and serve as groups for custom sub-statuses.

  <AccordionGroup>
    <Accordion title="Open" icon={<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" className="w-4 h-4"><path fill="#3B82F6" fillRule="evenodd" d="M8 0a8 8 0 1 1 0 16A8 8 0 0 1 8 0m0 2.286a5.714 5.714 0 1 0 0 11.427A5.714 5.714 0 0 0 8 2.286" clipRule="evenodd"></path></svg>} defaultOpen>
      New tickets that haven't been started. This is the default status for all newly created tickets.
    </Accordion>

    <Accordion title="In Progress" icon={<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" className="w-4 h-4"><path fill="#F97316" fillRule="evenodd" d="M8 0a8 8 0 1 1 0 16A8 8 0 0 1 8 0m0 3.429c0-.631-.517-1.155-1.136-1.03a5.716 5.716 0 0 0 .02 11.206 5.716 5.716 0 0 0 6.717-4.47C13.726 8.518 13.202 8 12.57 8H9.143A1.143 1.143 0 0 1 8 6.857z" clipRule="evenodd"></path></svg>}>
      Tickets actively being worked on by team members.
    </Accordion>

    <Accordion title="Waiting" icon={<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" className="w-4 h-4"><path fill="#F59E0B" fillRule="evenodd" d="M8 0a8 8 0 1 1 0 16A8 8 0 0 1 8 0m0 3.429c0-.631-.517-1.155-1.136-1.03a5.715 5.715 0 0 0 0 11.202C7.483 13.726 8 13.202 8 12.57z" clipRule="evenodd"></path></svg>}>
      Tickets on hold or waiting for external input, customer response, or other dependencies.
    </Accordion>

    <Accordion title="Done" icon={<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" className="w-4 h-4"><path fill="#22C55E" fillRule="evenodd" d="M8 0a8 8 0 1 1 0 16A8 8 0 0 1 8 0m4.136 5.007a1 1 0 0 0-1.414 0L6.856 8.87 5.278 7.292a1.001 1.001 0 0 0-1.414 1.415l2.285 2.285c.39.39 1.025.39 1.415 0l4.572-4.571a1 1 0 0 0 0-1.414" clipRule="evenodd"></path></svg>}>
      Tickets that have been completed and resolved but may need final verification.
    </Accordion>

    <Accordion title="Closed" icon={<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" className="w-4 h-4"><path fill="#64748B" fillRule="evenodd" d="M8 0a8 8 0 1 1 0 16A8 8 0 0 1 8 0m3.565 4.436a1 1 0 0 0-1.416 0L8 6.585l-2.15-2.15A1 1 0 0 0 4.437 5.85l2.149 2.149-2.15 2.15a1.001 1.001 0 0 0 1.415 1.416l2.149-2.15 2.15 2.15a1.001 1.001 0 0 0 1.416-1.416L9.415 8l2.15-2.15a1 1 0 0 0 0-1.413" clipRule="evenodd"></path></svg>}>
      Tickets fully completed and archived.
    </Accordion>
  </AccordionGroup>

  <Info>
    System statuses cannot be deleted or modified. They serve as permanent categories for organizing your workflow.
  </Info>

  ***

  ## Status hierarchy

  Ravenna uses a two-level status system:

  **System statuses**

  * Five main categories (Open, In Progress, Waiting, Done, Closed)
  * Available to all tickets regardless of form
  * Cannot be deleted or modified
  * Serve as groups for custom sub-statuses

  **Custom sub-statuses**

  * Created under system status categories
  * Must be assigned to specific forms to be usable
  * Provide granular tracking for specific processes
  * Each form can have different available sub-statuses

  This hierarchy lets you create detailed status flows for different ticket types while maintaining consistent top-level categories across your organization.

  ***

  ## Create custom statuses

  Custom sub-statuses provide specific status options beyond the five system statuses. After creating a custom status, assign it to forms to make it available for tickets.

  <Steps>
    <Step title="Navigate to status settings">
      Go to **Settings > Statuses** to access status management.
    </Step>

    <Step title="Create new status">
      Click **Add** to open the create status modal.
    </Step>

    <Step title="Configure status">
      Enter a label for your custom status and select which system status it belongs under.
    </Step>

    <Step title="Save status">
      Click **Save** to create the status.
    </Step>
  </Steps>

  <Warning>
    Custom statuses won't be usable until assigned to forms. Continue to the next section to assign them.
  </Warning>

  <Note>
    Status labels must be unique across your workspace. You can't create or rename a sub-status to a label that's already used by another status, even if that status sits under a different system status group.
  </Note>

  ### Assign statuses to forms

  Custom statuses must be assigned to specific <Tooltip headline="Forms" tip="Structured intake forms with custom fields" cta="Learn about forms" href="/documentation/tickets/forms/overview">forms</Tooltip> before they appear as options on tickets.

  <Steps>
    <Step title="Navigate to forms">
      Go to **Settings > Forms** to configure form statuses.
    </Step>

    <Step title="Select form">
      Select the form you want to configure.
    </Step>

    <Step title="Access statuses">
      Navigate to the **Statuses** section for that form.
    </Step>

    <Step title="Assign custom statuses">
      Select which custom sub-statuses should be available for tickets created with this form.
    </Step>

    <Step title="Save configuration">
      Click **Save** to apply the status configuration.
    </Step>
  </Steps>

  <Callout icon="lightbulb" color="#6B7280">
    **Example:** Create "Needs Review" and "Testing" sub-statuses under "In Progress", then assign them to your Bug Report form. Feature Request forms can have different sub-statuses like "Planning" and "Awaiting Approval".
  </Callout>

  ***

  ## Use statuses

  ### Set status during creation

  When creating a ticket:

  * Default status is **Open**
  * Available statuses include all system statuses plus custom sub-statuses assigned to the selected form
  * Status can be changed immediately after creation

  ### Change status

  <AccordionGroup>
    <Accordion title="Individual ticket updates" icon="ticket" defaultOpen>
      Update status from the ticket detail page:

      <Steps>
        <Step title="Open ticket">
          Navigate to the ticket you want to update.
        </Step>

        <Step title="Change status">
          Click the status field and select the new status from the dropdown.
        </Step>

        <Step title="Automatic save">
          The status change saves automatically and records in ticket history.
        </Step>
      </Steps>
    </Accordion>

    <Accordion title="Bulk status updates" icon="layers">
      Update multiple tickets at once:

      <Steps>
        <Step title="Select tickets">
          From the ticket list, select multiple tickets using checkboxes.
        </Step>

        <Step title="Open bulk actions">
          Click the bulk actions menu.
        </Step>

        <Step title="Update status">
          Select "Update Status" and select the new status.
        </Step>

        <Step title="Apply changes">
          Confirm to apply the status change to all selected tickets.
        </Step>
      </Steps>
    </Accordion>

    <Accordion title="Send and resolve" icon="send">
      Send a reply and resolve the ticket in a single action using the **Send and resolve** option in the message composer.

      <Steps>
        <Step title="Open the send menu">
          Click the dropdown arrow next to the **Send** button in the message composer.
        </Step>

        <Step title="Select Send and resolve">
          Select **Send and resolve** from the menu. This becomes the default action for subsequent messages.
        </Step>

        <Step title="Send your message">
          Click the button or press <Tooltip headline="Keyboard shortcut" tip="Ctrl+Enter on Windows/Linux, Cmd+Enter on Mac">**Mod+Enter**</Tooltip> to send the message publicly and set the ticket status to **Done**.
        </Step>
      </Steps>
    </Accordion>

    <Accordion title="Workflow automation" icon="workflow">
      Configure <Tooltip headline="Workflows" tip="Automated actions triggered by ticket events" cta="Learn about workflows" href="/documentation/automate/workflows/overview">workflows</Tooltip> to automatically update statuses based on ticket events, conditions, or actions.

      Common patterns:

      * Auto-progress to "In Progress" when ticket is assigned
      * Move to "Waiting" when requesting customer information
      * Change to "Done" when resolution is posted
    </Accordion>
  </AccordionGroup>

  ***

  ## Organize with statuses

  Use statuses to organize and filter your ticket list.

  ### Filter by status

  Use status filters in <Tooltip headline="Views" tip="Saved filters and column configurations for organizing tickets" cta="Learn about views" href="/documentation/tickets/organize/views">views</Tooltip> to focus on relevant tickets:

  * Filter by specific status or status group
  * Show only tickets with certain statuses
  * Exclude tickets with specific statuses
  * Create saved filters for quick access

  ### Group and sort

  **List and table views**

  * Group tickets by status for better organization
  * Collapse or expand status groups
  * See ticket counts per status
  * Sort by status in alphabetical or custom order

  **Kanban view**

  * Organize tickets in columns by status
  * Drag and drop tickets between status columns
  * Visual process management with status-based workflow

  ***

  ## Form-specific configurations

  Different forms can have different available statuses to match their workflows.

  **Bug reports** might use:

  * Open → In Progress → Needs Review → Done → Closed

  **Feature requests** might use:

  * Open → Planning → In Progress → Testing → Done → Closed

  **Support tickets** might use:

  * Open → In Progress → Waiting → Done → Closed

  System statuses are always available to all forms. Custom sub-statuses must be explicitly assigned to each form where they should appear.

  <Callout icon="link" color="#6B7280">
    Learn more about [building workflows](/documentation/automate/workflows/publish) with status conditions and actions
  </Callout>
</View>

<View title="Agent" icon="bot">
  ## Mental model

  Status is a two-level system: five fixed system statuses and optional custom sub-statuses underneath them.

  **System statuses (fixed, always available):**

  | Status          | Meaning                                 | Active/Resolved |
  | --------------- | --------------------------------------- | --------------- |
  | **Open**        | New, unstarted ticket                   | Active          |
  | **In Progress** | Actively being worked on                | Active          |
  | **Waiting**     | Blocked on external input or dependency | Active          |
  | **Done**        | Resolved, may need verification         | Resolved        |
  | **Closed**      | Fully completed and archived            | Resolved        |

  Every ticket has exactly one status at any time. The default status for new tickets is Open.

  **Custom sub-statuses** nest under a system status and provide granular tracking. A sub-status like "Needs Review" under "In Progress" inherits the system status semantics (still active, still in progress) while adding process detail.

  Sub-statuses are workspace-scoped but form-gated: they must be explicitly assigned to specific forms before tickets using those forms can use them. Different forms can have different sub-statuses available, enabling form-specific workflows within the same workspace.

  ***

  ## Custom sub-status design patterns

  Design sub-statuses around the distinct workflows in your workspace:

  **Approval-heavy workflows (e.g., access requests):**

  * Open → Pending Approval (under Waiting) → Approved (under In Progress) → Provisioned (under Done) → Closed

  **Development workflows (e.g., bug reports):**

  * Open → Investigating (under In Progress) → Fix in Progress (under In Progress) → Needs Review (under In Progress) → Done → Closed

  **External dependency workflows (e.g., vendor requests):**

  * Open → In Progress → Waiting on Vendor (under Waiting) → Vendor Responded (under In Progress) → Done → Closed

  When designing sub-statuses, keep them scoped to the forms that need them. A "Needs Review" sub-status is relevant for bug reports but not for password reset requests. This prevents status dropdowns from becoming cluttered with irrelevant options.

  ***

  ## Status in automation

  **Workflow triggers:** The "Status Changed" trigger fires when a ticket's status changes. You can filter on specific status transitions (e.g., only fire when status changes to Done).

  **Workflow actions:** The "Set Status" action changes a ticket's status as part of a workflow. Use it for auto-progression (e.g., set to "In Progress" when assigned, set to "Done" when an approval is completed).

  **Agent rules:** The agent can set ticket status based on conversation context. Common patterns:

  * "When you resolve a user's issue, set the ticket status to Done."
  * "If the user says they need to check with their manager, set status to Waiting."

  **Status-driven patterns:**

  * Trigger a CSAT survey when status changes to Done.
  * Notify the requester when status changes from Waiting to In Progress.
  * Auto-close tickets that have been in Done status for a configured period.

  ***

  ## Constraints and gotchas

  * The five system statuses (Open, In Progress, Waiting, Done, Closed) cannot be renamed, deleted, or reordered. They are permanent.
  * Custom sub-status labels must be unique within a workspace. Two sub-statuses cannot share the same label, even if they sit under different system status groups. Ravenna rejects any attempt to create or rename a sub-status to a label that's already in use.
  * Custom sub-statuses must be assigned to forms before they can be used. Creating a sub-status alone does not make it available on any ticket.
  * A sub-status inherits the semantics of its parent system status. A sub-status under "Done" is considered resolved regardless of its name.
  * Tickets can transition between any statuses freely. There are no enforced status transition rules (e.g., you can go from Open directly to Closed). Enforce transitions through workflow logic if needed.
  * Kanban board columns map to statuses. Each status (system or custom) becomes a column.
  * Bulk status updates apply the same status to all selected tickets. If tickets span different forms with different available sub-statuses, only commonly available statuses will be selectable.
  * Status changes are recorded in ticket history with timestamps. This data is available in analytics for tracking resolution times and workflow efficiency.
</View>
