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How to Add Options and Statuses to Milestones

Add dropdown options and colour-coded statuses to milestones for visual progress tracking.

Overview

Milestone options are the main way to create statuses on milestones — for example, red-amber-green progress, or states such as in progress, blocked, submitted, and completed. Options appear as a dropdown column in reports.

How to Access

Open a milestone for editing, then select the Options tab on the left.

Setting Up Options

  1. Tick Has Options.
  2. Set the Report column label — the name shown in the report (for example, Options, Status, or Clients).
  3. Click Add Option for each choice you need.
  4. Give each option a unique name.
  5. Click the paintbrush icon next to an option to pick a swatch colour for visual reporting.
  6. Save the milestone.

Examples

  • Red, amber, green for high-level progress
  • In progress, blocked, submitted, completed for workflow states

A colour-coded system works well when you want progress visible at a glance in reports.

Next Steps