Setting up milestones A 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. in the job template provide a convenient way of scheduling regular events (such as project reviews) in all new jobs that are based on the job template.
To add a milestone to a job template:
- If necessary, open a job template to add the milestone to.
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Job Settings section is selected.
- On the Job Settings screen, make sure that the Job Template tile is selected
- Drill down on the name of the job template you wish to edit.
- On the toolbar click the Settings
- On the Edit Job Template screen, click + Add Milestone.
- In the Add New Job Template Milestone dialog, fill in the information about the milestone. For more information about each of the fields, see the Data fields reference section below.
- Click Add to save your changes.
Data fields reference
| Field | Description |
|---|---|
| Milestone |
The name of the milestone (no more than 50 characters). |
| Due |
The number of days, weeks or months, after the start of the job, that the milestone will occur. |
| Phase | Use the phasePhases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to organise your jobs into smaller, more manageable parts. Select a phase name, as required. |
| Public |
If you have given your client access to WorkflowMax (for details, see Invite a client to log in), they can view their jobs and interact with any notes, documents or milestones that have been flagged as Public. |