Customizing Initiative status labels

Frankie Ryan
Frankie Ryan
  • Updated

Initiative status labels can be renamed to match your team's terminology. By default, Lifecycle Manager includes seven statuses: Open, Proposed, Approved, In Progress, Completed, On Hold, and Declined. You can rename any of them, but statuses can't be added or removed.

Custom labels appear everywhere Initiative statuses are displayed in Lifecycle Manager.

Who can use this feature?

  • Lifecycle Manager users with Administrator permissions
 

Accessing Initiative status labels

  1. Hover over the Settings icon () in the upper right of Lifecycle Manager and click Account Settings.
  2. Click Initiatives from the left navigation panel.
  3. Click the Statuses tab.


 

Renaming a status

  1. Find the status you want to rename and enter a new name in the Custom label field.
  2. Click Save.

The status label is immediately updated and reflected anywhere Initiative statuses are displayed in Lifecycle Manager.

Resetting a status to its default label

Find the status you want to reset and click Reset.

Any custom Initiative status labels are immediately reverted to the default label.
 

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