Pipelines and statuses

A walking tour of the LedgerOS workspace
Pipeline
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Tax Prep Bookkeeping Advisory Pipeline
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Due before Sep 15, 2026 Clear filters 18 of 64
Not started 7 Open
Kestrel Manufacturing LLC
2025 1120-S preparation
Extension Hartford
MR Sep 12 2/9
Shown in portal
Alvarez Family Trust
1041 — gather trust statements
DW Sep 30
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In progress 5 Active
Northline Dental PC
2025 1120-S — basis schedules
SP Sep 8 4/6
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Waiting on client 4 Waiting · client 2
Harbor Point Realty LLC
2025 1065 — waiting on closing statements
DW Sep 5
Shown in portal
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In review 2 In review 1
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Settings · Tasks & Pipeline

Status & Pipeline Settings

Define the statuses your tasks move through. Rename, reorder, recolor, and tag each with a role — automations follow the role, never the name.

Tasks already on this pipeline keep working — archiving only hides it from new tasks, templates, and pickers.
Status nameRoleAuto-advanceClient seesRemove
Not started Open “In Progress” — set a label
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In progress Active “We're working on it”
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Waiting on client Waiting · client “We need a few things from you”
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Complete Complete “Done — filed”
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Auto-advance & movement
How tasks flow between statuses.
Free movementDrag a task to any status, any direction. Off = tasks may only advance forward along the order above.
Auto-advance on subtask completionWhen a task's last required subtask is checked, move it to its designated done status. Overridable per task.
Block completion until subtasks doneA task can't enter a Complete-role status while required subtasks remain open.
T-TASK-01 · Aug 2026