Milestone Details

Milestones are the significant steps in your step-by-step process. Milestones can belong to one or many Workflows or can be imported into a Project Workflow individually.


These are the high level details for the Company Milestone.

Name (required)

This is a unique name for the Milestone. It should general describe what should be performed.


Description

An optional description for the Milestone. It is always helpful to add a description letting Users know how this Milestone is used and what it is intended for.


Status

Status for the Milestone. Only Active Milestones can be used within Company Workflows and Project Workflows.


Project Status (required)

A Project Status is required. Therefore, design the Milestone with this in mind. Milestones should be ordered by Project Status in ascending order (i.e. from Lead to Completion) to avoid workflow errors.


Percent Completed (optional)

This is the desired percentage "completed" at this stage of the project. This should give the User an idea of where the project is at within its lifecycle.

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