Customize idea and experiment states

States describe the progress of work. Idea states and experiment states are configured separately for the selected project under Settings → Project → Definitions.

Lifecycle customization is included on Team, Agency Starter, Agency Pro, and Enterprise. Free, Solo, and Freelance use the available standard workflow without custom lifecycle configuration.

Configure states

1. Open Idea States or Experiment States.
2. Choose New state, enter a recognizable name, and select its appearance.
3. For an experiment state, choose the category that matches its meaning.
4. Save and order the states to match the team's workflow.

Experiment categories give the product a consistent way to understand progress even when you use custom state names. Renaming a state does not by itself redefine the category it belongs to.

Apply the workflow

Choose the appropriate state from an idea or experiment's detail fields, or use the list's supported bulk action. Keep state changes separate from the experiment's observed result status and final decision: progress, measurement, and business follow-through answer different questions.

Before deleting a state, inspect the work that uses it and read the confirmation. If state editing is unavailable, check the team's plan and your permissions rather than creating duplicate states through another interface.