Adding a Milestone to a Job

To add a milestoneA milestone is a scheduled event that marks the completion of a significant deliverable element or component of a job. For example: send first draft to client; building inspector signoff. to a job:

1. In the Jobs menu, select Jobs.
2. Drill down on the job number of the job you wish to edit.
3. On the job detail screen, select New Milestone.

4. In the new milestone pane, provide the following information, as required.

   Field	Description
   Milestone	The name of the milestoneA milestone is a scheduled event that marks the completion of a significant deliverable element or component of a job. For example: send first draft to client; building inspector signoff..
   [calendar]	The date that this milestone is due to occur. Select the date from the displayed calendar.
   Public	If you have given your client access to WorkflowMax (for details, see Inviting a client to log in), they can view their jobs and interact with any notes, documents or milestones that have been flagged as Public.

5. Save your changes. The date of the milestone is displayed.

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