Help / Review and feedback

Set a review status on an item

Select a video, image, PDF, Pactto Doc, or board and pick a status (Draft, In progress, Needs review, Needs changes, Approved, or your own) from the status menu in its title bar.

Track where each item is in review

Every video, image, PDF, Pactto Doc, and board in a room has a review status. It shows as a colored dot and a label in the item's title bar, and everyone in the room sees the same status in real time. New items start as Draft.

The built-in statuses are:

StatusColor
DraftGray (the default)
In progressBlue
Needs reviewYellow
Needs changesOrange
ApprovedGreen

Change the status

  1. Click the item on the canvas to select it.
  2. In the title bar at the top of the item, click the status (dot, label, and arrow).
  3. Pick a status from the list. The current one has a checkmark. The menu closes and the new status shows right away.

For a board, select the board and use the status in the board's title bar. In Focus mode, the status appears in the header next to the item's name.

Add your own status

  1. Open the status menu as above.
  2. Click Add status.
  3. Type a name in Status name and, if you like, click the dot to the left to choose a color.
  4. Press Enter. The new status is added to the list for the whole room.

Custom statuses can be renamed, recolored, or deleted from the same menu (hover the status to see the pencil and trash icons, or click its dot to change the color). The five built-in statuses cannot be renamed, recolored, or deleted.

Who can do it

  • The room owner and people with the Can edit or Can review role can change statuses.
  • People with the Can view role and guests do not see the status menu.

Good to know

  • If you delete a custom status that items are using, those items go back to Draft.
  • Statuses belong to the room. A custom status created in one room does not appear in other rooms.
  • Status changes can be undone with the normal undo shortcut.
  • A board can arrange its items into columns by status: open the board's layout menu and choose Group by Status. Dragging an item into another column changes its status.
  • The AI assistant and connected AI tools (through the Pactto MCP server) can also set a status, with the same role rules.

For AI agents: a plain-text version of this guide.