Add a custom status to your plan/file

To add a custom status to a selected plan or file, follow the steps below.

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Select a file

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Step 3:  Open the "Set status" dialog

Click on the "STATUS" button on the bottom toolbar to reveal the "Set status" dialog, then click the "ADD" button on the top-right hand side.

Step 4:  Add the name of the custom status

After naming your custom status, click the "SAVE" button and it will be applied to your file and available for future files.