You can add milestones to your case checklists, providing users with a clear structure for key events and deliverables.
Case Milestones can give you a better view on where you are in a case. These are great for keeping track of big moments or key decision points in phases of a case!
💡Note: You will not be able to see case milestones in case types where they are not set up!
Setting up Milestones
You can set your Case Milestones by going to Settings > Case Settings > Select a case > Checklist Settings.
Click on Add Milestone to create a new milestone!
Enter a Milestone Title, select the Status Associated. You can set when the Milestone is due by toggling Milestone due and choosing or typing in a number.
You can Add Tasks or Associate Existing Tasks to Milestones.
You can add multiple milestones in a phase by simply selecting the specific Status Associated again and adding or selecting unassigned tasks!
Add more tasks or Associate Existing tasks to a Milestone by clicking on "..." and selecting "+ Add Task".
💡Note: You can rearrange tasks within the same Milestone by dragging them to the desired order.
Associating Tasks to Milestones
Associate Tasks to Milestones belonging to the same Status by clicking on "..." and selecting "Send To Milestone".
You can also associate Tasks to Milestones belonging the same Status is from the Edit Task window. Simply open a task and click on the Milestone dropdown menu.
💡Note: When associating tasks to milestones, you select "--" to remove a task from its associated milestone.
Deleting Milestones
There are 2 ways to delete Milestones.
First is by clicking "..." and selecting Delete. This will disassociate the tasks within the deleted milestone.
Another way is when a Milestone does not have any tasks associated to them. Simply click on "Delete Milestone".
Milestones in a case
Here's what Case Milestones look like in a case! Completing checklist tasks associated with a milestone reflects on the case's Overall Progress.
💡Note: Stakeholders, Stakeholder Initiators, Collaborators, Suppliers, Tax, and Immigration users will be able to view the case's Overall Progress if they are associated or have access to the case.
Learn more about User Roles here.