Set the status of a notebook

Set the status of a notebook

Your team can track work in a notebook and understand when to collaborate or provide feedback by viewing a notebook’s status. You can change a notebook’s status to reflect its current state. The status of a notebook can be changed by any user with a collaborator seat. 

A notebook’s status is fluid - it can be updated at any point in time, in any order, as frequently as needed.

Notebook statuses

Each Notebook has a variety of statuses that are relevant to the design process. Below is a list of all included statuses, with recommendations on how to use them with your team.

Work in Progress

All new notebooks start with the “Work in Progress” status. Use this to indicate to your team that the content of the notebook is still in an early stage and is not yet ready for feedback.

Exploration

Use “Exploration” when the work in a notebook is at the ideation stage to let others know that the contents of the notebook are rough and open-ended.

Research

Use the “Research” status to indicate that the notebook contains elements of research planning, analysis, or results. Alternatively, use it to indicate that the contents of the notebook are currently being researched and are not finalized.

Wireframes

Use “Wireframes” when the design work in the notebook is at the wireframing stage. This will let stakeholders know that a set of solutions are maturing but final decisions have not been made.

Open for feedback

Use this status as a sign that the contents of the notebook are ready for commentary and feedback. We recommend that you change the notebook status to “Open for feedback” at the same time that you start a review cycle.

In development

Use the “In development” status so that stakeholders can see when the contents in a notebook are actively being developed by the engineering team. 

Testing

Use the “Testing” status to indicate that design work in the notebook is being tested with users. Alternatively, use it when the development work has been completed by engineering and is being tested before an official release.

Paused

Use the “Paused” status when a notebook isn’t being actively worked on but is not done or archived. You could use this status when team priorities change, urgent projects arise, members go on vacation, or any other reason that work might be temporarily on hold. 

This can be an especially clarifying status for anyone who may notice but not know why a notebook hasn’t been updated recently.

Done

Use this status to denote that all of the work in the notebook has been completed and finalized. Changing a notebook to the “Done” status will also move the notebook into the “Done” tab in Notebooks Home and remove it from the left side navigation pane.

Archived

Use the “Archived” status to indicate that this notebook is out of date or not currently being worked on. Changing a notebook to the “Archived” status will also move the notebook into the “Archived” tab in Notebooks Home and remove it from the left side navigation pane.

Change the status of a notebook

  1. In the left side navigation, click Notebooks. Notebooks_Home.png
  2. Click the name of the notebook that requires a status update. Notebook_Select.png
  3. At the top of the page under the notebook title, click on the current status to display the status dropdown menu. Notebook_Change-Status.png
  4. Click the status that accurately describes the notebook’s current state to change the notebook status. Top.png

Next: Request a review of a notebook