Workflow Milestones

These are the Company Milestones linked to the workflow.


These are steps, or critical path items, that explain where a project is at and what needs to be done.

Click the ⋮ to reorder the milestones. Milestones should be ordered by Project Status in ascending order (i.e. from Lead to Completion) to avoid workflow errors.


To add a Milestone to the Workflow, select a previously created Milestone within the dropdown and click Submit.


Note: A Company Milestone can belong to many Company Workflows. Therefore, if you alter a Milestone within one Workflow, that Milestone will be altered within all Company Workflows using that Milestone.

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