Design Team Workflow — Task Visibility & Status Management

Overview

A recurring bottleneck in design delivery stems from a ClickUp visibility gap: the design team only sees tasks that are in "In Progress" status. Tasks left in other statuses — particularly "Internal Review" — are invisible to designers, causing delays and missed work.

This issue was surfaced during the ^[1] and applies broadly to any client work that requires design execution.

The Problem

When an Account Manager or other team member moves a task to "Internal Review" (e.g., awaiting feedback or approval), the task effectively disappears from the design team's view. Designers working from their personal dashboards or the sprint view only see tasks in the "In Progress" status column.

Consequence: Design work stalls silently. No one on the design team knows the task exists or is waiting for them, and the Account Manager may not realize the handoff never happened.

The Rule

Account Managers must move tasks to "In Progress" before expecting design team action.

If a task needs design work — whether it's a new request, a revision, or a next step after client feedback — it must be in "In Progress" status to be visible to the design team.

Tasks in any other status (Backlog, Internal Review, Client Review, On Hold, etc.) will not appear in the design team's workflow view.

Correct Handoff Flow

Account Manager receives/creates task
        ↓
Task assigned to designer
        ↓
Status set to "In Progress"   ← required for visibility
        ↓
Designer sees task and begins work
        ↓
Designer moves to "Internal Review" when complete
        ↓
Account Manager reviews → moves back to "In Progress" if revisions needed
                        → moves to "Client Review" if ready for client

Common Failure Modes

Related Context

This issue is compounded when tasks are created in the wrong location (e.g., under the wrong client folder) or when due dates are not updated. Both problems reduce sprint visibility across the team. See also:

• ^[2]
• ^[3]

Source

Identified during sprint workload review in the ^[1]. Confirmed by Sebastian Gant; action assigned to all Account Managers.