How to Update an Onboarding Task Status
Keep onboarding statuses accurate so teams know what is pending, active, completed, or blocked.
Onboarding task statuses help teams understand whether work is pending, active, completed, or blocked.
Who this is for
- Onboarding
- Org Admin
- internal operators who manage onboarding tasks
Before you start
Review the current task status and confirm whether the next state accurately reflects reality.
Steps
1. Open the Onboarding Dashboard 2. Find the onboarding task you want to update 3. Select the appropriate new status 4. Confirm the change if required 5. Add a comment if the update needs context
Common statuses
Typical statuses may include:
- pending
- in progress
- completed
- blocked
When to use each status
Pending
Use when the task has not started yet.
In Progress
Use when active work is happening.
Completed
Use when the task is fully done and no additional action is needed.
Blocked
Use when work cannot continue because something else is missing or unresolved.
Best practice
Whenever a task becomes blocked, add a comment describing:
- what is blocked
- what is needed next
- who may need to act