Kinds of work and their stages
Set up the kinds of work you do, and the steps each one goes through.
Every piece of work in CLEO is a kind of work, and every kind has its own stages. Settings → Work Types is where those are defined: The kinds of work your business delivers, in your own words, each with its own stages.
The list
Your kinds of work shows each one with how many stages it has and what's under way, and a state: On, Off or Archived. Stages and settings opens one to edit; Open in Work jumps to its work.
Adding one
At the bottom, Add a kind of work offers two routes.
A starter — a ready-made workflow you can reshape afterwards. Each shows the stages it arrives with, and CLEO adds it in one press.
Your own kind of work — type the singular name, optionally what Several are called, and press Add. It starts with three plain stages — Requested, In progress, Complete — which you can rename, reorder and add to.
Naming, and the two words
Open one and the top section asks for both forms: One of these is a… and …and several are. Press Save name — Renamed.
Renaming changes nothing else; every existing piece of work keeps its place.
Turning one off, or archiving it
- Turn off hides that kind from Work. Its work is kept:
Its work is kept and still readable; nothing was deleted.
If anything active is sitting there, CLEO says how many before you confirm. - Archive this kind of work puts it away entirely —
Its work is kept: active items stay readable and archived ones stay under Work → Archived.
Restore this kind of work brings it back.
Off is for something you may use again soon; archived is for something you're finished offering.
Stages
Stages lists them In order, first to last
, numbered. Each row is editable in place:
- Stage — what you call it.
- Customers see — optional, and only used where a customer reads the stage. Leave it blank and they see the same word you do.
- This stage means — three tick boxes, explained below.
Press Save on a row and CLEO confirms Stage updated.
Reordering. ↑ Earlier and ↓ Later move a stage one place at a time. The numbers renumber themselves.
Adding. Add a stage at the bottom, with an optional customer word. Stage added at the end. Move it where it belongs.
What the three meanings do
| Tick | What it means |
|---|---|
| Waiting on the customer | Work here is with them, not you — it leaves your list and appears under what you're waiting on |
| Delivered, still ongoing | Delivered and live, but still under your care rather than finished |
| Completes the work | Reaching this stage finishes the work |
Ticking Completes the work clears the other two — finished is finished.
Why a stage sometimes can't be removed
Remove asks first — CLEO will refuse if any work is at it.
— and then does exactly that. If anything is sitting at that stage, CLEO names how many and says Move them to another stage first, then remove it.
It isn't a technical limitation. A stage is where work is; removing one with work on it would leave that work nowhere. Move it on (or back), then remove the stage.
CLEO also keeps at least one: A workflow needs at least one stage.
The one workflow you can't reshape
If your business has websites delivered by CLEO, that kind of work is marked Fixed workflow. Its stages are listed but not editable: the workflow is fixed: these fifteen stages are what the website tools, milestones and customer portal rely on, so their names and order cannot change here.
You can still rename the kind of work itself. Everything you make yourself is fully editable.