Initiative status labels can be customized 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 built-in status and create up to five additional custom statuses. Each custom status is based on a built-in status, which determines how it behaves across boards, filters, reporting, and open or closed calculations.

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

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 built-in or custom status you want to rename and enter a new name in the field beside it.
2. Press Enter or click outside the field. Changes are saved automatically.

Custom status names cannot be blank or match another status name. The new label appears anywhere Initiative statuses are displayed in Lifecycle Manager.

Creating a custom status

1. Click New status.
2. Enter a unique Name.
3. Under Behaves like, choose the built-in status whose behavior the custom status should use.
4. Click Create status.

You can create up to five custom statuses. Custom statuses appear below the built-in statuses and use their selected built-in status for boards, filters, reporting, and open or closed calculations.

Deleting a custom status

1. If the status is assigned to any Initiatives, reassign them to another status first.
2. Click the Delete icon beside the custom status.
3. Click Yes, delete status to confirm.

A custom status cannot be deleted while it is assigned to one or more Initiatives. Built-in statuses cannot be deleted.

Resetting a built-in status to its default label

Find the renamed built-in status and click Reset to default. The default label is restored immediately everywhere Initiative statuses are displayed.

Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket.

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LM - Contact Footer - Support Team•Updated last month by Frankie Ryan