Module 2 — Projects and Tasks · Lesson 2.5
Custom Statuses and Properties
Making the board describe your process — plus the Jira-style taxonomy most people never find
~11 min
What you'll learn
- Add, rename and reorder board statuses
- Define custom properties with the right type for how you will query them
- Configure issue types, resolutions, components and versions
- Apply the handoff test before adding a column
Default statuses are a guess about your process. They are a good guess for a lot of teams and a poor one for anyone with a review step, a client-approval step, or anything that waits on someone outside the team. Kavanah lets you fix that — and lets you overdo it, which is the more common failure.
Custom statuses
Statuses are the board's columns, configured under Settings → Custom Statuses. You can add, rename and reorder them.
The rule that matters: a status should correspond to a real handoff — a point where the work changes hands, or changes what it is waiting on. 'In Review' is a status because the work moved to a different person. 'Nearly done' is not, because nothing changed hands; it is a feeling about progress, and feelings do not belong on a board where cycle time is computed from column transitions.
Apply that test and most boards land on four to six columns. The ones that reach nine or ten almost always have two or three that nobody can define, and those columns are where work goes to be forgotten.
One consequence worth naming: statuses feed cycle time, burndown, WIP limits and automation triggers. Renaming a status is cosmetic; adding one changes what your flow metrics measure. Do it deliberately, and expect the first fortnight of numbers afterwards to be a transition rather than a trend.
Custom properties
Custom properties are workspace-defined fields on tasks, configured under Settings → Custom Properties. They carry real types — dropdowns with defined options, numbers, dates, text — and the type is not cosmetic: it decides how you can filter, sort and report on the field.
The decision to make is between a dropdown and free text, and it is almost always dropdown. A free-text field called 'Client' produces 'Acme', 'acme', 'Acme Corp' and 'ACME' within a month, and none of them group. A dropdown is more work to set up and is the only version you can actually query.
The test for whether a property should exist at all: would you ever want to answer a question by this field — filter by it, group by it, put it in a report? If yes, it is a property. If it is context a human reads once, it belongs in the description.
The Jira-style taxonomy
There is a whole configuration surface that has no sidebar link at all, reached by navigating to Settings → Issue Configuration directly. It is worth knowing about because it fills gaps people otherwise work around.
Issue types and resolutions are workspace-level: Bug, Story, Task, Spike; Fixed, Won't Fix, Duplicate, Cannot Reproduce. If your team already thinks in those terms — most teams migrating from Jira do — this is where you keep them rather than approximating them with labels.
Components and versions are per project. Components are the parts of the system a task touches; versions are the releases it belongs to. Together they are what makes 'what is left for 2.4?' a query rather than a spreadsheet.
The project key prefix is also here, on the Project Keys tab. It is what turns task identifiers into ENG-114, which matters more than it sounds: a short stable key is what people paste into chat and commit messages.
Knowing when you have overdone it
Configuration has a cost that shows up later and on other people. Three signals.
A column nobody can define. Ask two teammates what 'Staged' means and get two answers — that column is a place work goes to be forgotten.
A required property that people fill in with the first option to get past the form. That field is now noise in every report that uses it, and it is worse than not having it, because it looks like data.
A taxonomy nobody uses. Six issue types where the team only ever picks two means the other four are a decision people have to make and then not use.
The fix in all three cases is subtraction. Deleting a column, a property or a type is a small piece of work and it makes the board more honest immediately.
Fit the board to your process
- 1
Apply the handoff test to your columns
Settings → Custom Statuses. For each column, name the handoff it represents. Any column you cannot name a handoff for is a candidate for deletion.
- 2
Convert your worst free-text field into a dropdown
Settings → Custom Properties. If you have a text field people type names into, it is already producing four spellings of the same value.
- 3
Issue Configuration → Project Keys. Navigate to it directly; there is no sidebar link. Short, uppercase, memorable.
- 4
Define issue types and resolutions if your team thinks that way
Better than approximating them with labels, because resolutions are structured and labels are not.
What to watch
- Column count
- How many statuses your board actually shows.
- Healthy signal: Our suggested band is four to six. Beyond that, some column is usually undefinable and is collecting forgotten work.
- Property fill quality
- For each custom property, the distribution of values. A field where one value dominates is either right or being defaulted through.
- Healthy signal: Spread that matches reality. A required field answered identically nine times out of ten is noise pretending to be data.
- Taxonomy usage
- Share of defined issue types and resolutions actually used in the last quarter.
- Healthy signal: Most of them. Unused options are decisions you are making people take for no benefit.
Key takeaways
- ·A status must correspond to a real handoff; 'nearly done' is a feeling, not a column.
- ·Adding a status changes what cycle time and burndown measure — expect a transition period.
- ·Prefer dropdowns to free text for anything you will ever query.
- ·Issue types, resolutions, components, versions and key prefixes live on Issue Configuration, which has no sidebar link.
- ·Overconfiguration is fixed by subtraction, and deleting is cheap.
Next: the personal end of the board — My Work, and the queue that is just yours.