Understand event statuses

When to use this

Use this guide when you are deciding how to classify an event, cleaning up the pipeline, or teaching teammates what each stage means.

Every event has one of five statuses:

Status	Use it when	What it signals to the team
Lead	The opportunity is still early.	The job is real enough to track, but scope and commitment are still moving.
Proposal	You are preparing or sharing pricing.	The event is in active proposal work or client review.
Booked	The client has accepted and the event is confirmed.	Operational planning should move forward with confidence.
Completed	The job has been delivered.	The event stays available for reporting and history.
Cancelled	The work is no longer moving ahead.	The record remains for history, but it should not drive active planning.

The Events board shows six columns, because booked events appear in two places depending on how close the event is:

Lead and Proposal match the statuses above.
Accepted holds booked events. Once a client signs, the event arrives here.
Week-of also holds booked events, and fills automatically in the week of delivery. You do not drag events into it.
Completed holds reconciled events.
Cancelled is hidden by default so it does not crowd the board. Show it when you need to recover an old trail.

Drag an event card between columns to change its status, or set the status directly when editing the event.

Start with Lead if the event exists mainly to hold early details.
Move to Proposal when pricing or customer-facing documents are in motion.
Move to Booked only when the client has genuinely confirmed. Accepting a proposal does this for you.
Close the loop with Completed after delivery.
Use Cancelled instead of deleting the record when you need the history to remain visible.

Keep the event date accurate while the event is still active in the pipeline. The Week-of column relies on it.
Update status when the commercial reality changes, not just when someone asks for a quick internal label.
Review status before sending proposals or invoices so downstream work matches the true state of the job.

Status is a team communication tool, not just a field to fill in. If it is stale, proposals, planning, and reporting all become less reliable.