This guide will walk you through how to use Claritee's color coding feature to organize your project sections by status and assignments.
Step 1: Access Section Status Options
- Navigate to your project in Claritee
- Click on any section you want to update
- Look for the status dropdown that appears when the section is selected
Step 2: Set Initial Section Status
- Click on the status dropdown for your selected section
- Choose from the available status options (e.g., "In Progress," "In Review")
- The section will immediately update with the corresponding color coding
Step 3: View Status Updates on Canvas
- Return to the main canvas view of your project
- Notice that sections now display colored markings indicating their status
- For example, a section marked "In Review" will show a purple indicator
- You can update the status directly from the canvas by clicking on the section's status indicator
Step 4: Manage Status from Site Map
- Access the site map view of your project
- Update section statuses directly from this view as well
- Changes made here will reflect across all project views
Step 5: Customize Status Names
- Method 1 - Direct Editing:
- Click on any status dropdown
- Modify the status names to fit your workflow
- Example: Change generic statuses to person names to track who is working on which section
- Method 2 - Settings Menu:
- Go to Settings in your project
- Navigate to "Status Settings"
- Edit status names and colors from this centralized location
Step 6: Set Page-Level Status
- Select an entire page rather than individual sections
- Use the status dropdown to apply a status to the whole page
- This is useful for tracking overall page completion or assignment
Step 7: Apply Consistent Naming Across Projects
- Navigate back to your main project dashboard
- Notice that custom status names carry over across the entire project
- Ensure consistency in naming conventions for easy tracking
Step 8: Customize for Different Projects
- Each project can have its own unique status naming conventions
- Set up different systems based on project needs:
- Person-based assignments (names with colors)
- Stage-based tracking (To Do, In Progress, Review, Complete)
- Priority-based organization (High, Medium, Low)
Best Practices
For Team Assignments:
- Use team member names as status labels
- Assign distinct colors to each person
- This creates a visual assignment system
For Workflow Tracking:
- Use process-based names (Draft, Review, Approved, Published)
- Match status names to your actual workflow steps
For Project Management:
- Keep status names consistent within each project
- Choose names that are meaningful to all team members
- Regularly update statuses to maintain accuracy
Key Benefits
- Visual Organization: Quickly identify section status through color coding
- Flexible Assignment: Track both workflow stages and team member responsibilities
- Multi-View Updates: Change statuses from canvas, site map, or individual sections
- Project Consistency: Maintain uniform status systems across entire projects
- Customizable Systems: Adapt naming and color schemes to fit different project types
This color coding system transforms project management in Claritee from a basic organizational tool into a comprehensive status tracking and assignment system that can be tailored to any workflow or team structure.