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Set Custom Status to Items
Set Custom Status to Items

Use statuses tailored to fit your organization's needs.

Ian Group avatar
Written by Ian Group
Updated over a week ago

Custom Status Overview

Each ProDeal room has 4 standard statuses:

  • No Status

  • Open

  • In Progress

  • Closed

Custom statuses allow you to add statuses in addition to the standard statuses seen above.

If you or another colleague on the Host team needs to add a custom status, you can contact our customer support at

Workflow Use Cases

Custom statuses are a great way for you to flag items within your room. You can use concepts like "Not applicable" or "received" to tag your items and create quick lists of items that need action. Here are a few examples of helpful custom statuses:

Not applicable

Mark items off of your checklist, while letting everyone know that an item does not apply to your specific deal.

Top Priority Docs

Communicate to your guests which documents you want them to focus on immediately, without having to reorganize your checklist.

Under Review

Sometimes "In Progress" has many different variations. Under Review is a great way to get more specific about an item's status and clarify that the Host team is reviewing a document or item.

Needs signature

Communicate with everyone in the room which documents need a signature. This is especially helpful before closing.

How to request a new status within your room:

  • Click the Help icon found in the lower left of your screen. Then click Contact Support, you can also email us at

  • Send us the Room name, Room ID, Name of status, and Color

Related Article

Learn more about updating the statuses of items. - Change the status of multiple items on your checklist in seconds!


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