Create custom work status labels

When you want to track specific milestones within stages, you can add custom work status labels. They let your team track and view more granular status levels. They’re the same across projects, so you can use them to filter for reporting. 

Team members can update their work status in the Today view from their personal page.

Create a new work status

1. Open Account Settings.
   • In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings. 
   • In standalone Resource Management, select Settings > Account Settings.
2. From the list on the left, select Work Status. 
3. At the top of the screen, select a color, enter a name, and select a stage for the status. 
4. Select Add. 

Status label tips

• Each status is a subcategory of three main stages: Planned, In Progress, or Completed.
• Labels can be up to 64 characters.
• Hover over a label and use the up and down arrows to reorder the status list.
• If you edit a work status label, the change shows on all items using the label. 
• If you delete a label, the label no longer appears on any work items. The items remain unchanged. 

Filter by work status

To find assignments with specific statuses, filter on either the project worklist or the schedule.

Filter on the worklist

1. Go to the project you want to work with and then select the Worklist tab.
2. In the top-right of the main part of the page, select Status and then select the ones you want to display.

Filter on the schedule

1. In the top navigation, select Schedule.
2. On the left panel, under People Filters, select Work Status.
3. Select the values you want to display.