A good workflow is more than just a series of steps; it’s a communication tool. It needs to be instantly understandable and guide your users effectively to ensure process compliance. Luklak provides two powerful features to achieve this: Status Categories for at-a-glance clarity and Workflow Guides for step-by-step instructions.

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The Foundation of Clarity: Status Categories

While you can create an unlimited number of custom STATUS names for your workflow (like AWAITING REVIEW or PENDING PAYMENT), each one must be mapped to one of six fixed system Categories. This simple requirement is the key to maintaining system-wide consistency.

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Why Status Categories Matter

Visual Consistency

Every STATUS automatically inherits the color of its Category. For example, all COMPLETED statuses are green, and all CANCELLED statuses are red. This provides instant, at-a-glance recognition of an Object's state across the entire platform.

System-Wide Reporting

This is the most powerful benefit. It allows you to build Dashboards and Filters that report on the Category level. You can easily find all ACTIVE work across the entire company, even if different teams use unique status names like IN PROGRESS, IN REVIEW, or BEING WRITTEN.

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The Six System Categories

Here are the six fixed categories and their intended meaning:
CategoryColorIntended Meaning
OPENLight GrayThe work has been created but has not yet been acted upon.
PLANNEDSky BlueThe work is scheduled or planned for the future but is not yet active.
ACTIVETrue BlueThe work is currently being actively processed or executed.
COMPLETEDGreenThe work has been successfully finished and achieved its goal.
IDLEOrangeThe work is paused or waiting for external input to proceed.
CANCELLEDDark GrayThe work has been stopped and will not be completed.

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Guiding Your Users: The Workflow Guide

The Workflow Guide is a feature that lets you embed rich-text instructions directly into each STATUS of your workflow. When a user is working on an Object, the guide for the Object’s current STATUS is prominently displayed. When the Object transitions to the next STATUS, the guide automatically updates to show the instructions for that new step.
This is perfect for embedding Standard Operating Procedures (SOPs) directly into the workflow, reducing training time, preventing user errors, and ensuring process compliance.
[Guidejar Placeholder: A tutorial showing a user editing an IN REVIEW status, clicking on the ‘Guide’ tab, and writing a checklist of review criteria. It would then show an end-user view where that guide is visible on an Object currently in the IN REVIEW status.]

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What’s Next?

You now know how to make your workflows clear and easy for your team to follow. The next step is to learn how to add powerful rules, validation, and automation to each status.