---
description: >-
  You can automatically track milestones based on the lifecycle of a document if
  it undergoes multiple stages.
---

# Milestone Tracking

* &#x20;The configuration for Milestone setting can be set in **Milestone Tracking** and each milestone is updated in **Milestone.**

To access Milestone Tracker, go to:                                                              Type 'Milestone Tracker List' in search bar.                                          &#x20;

### 1. Creating a Milestone Tracker[ ](https://docs.erpnext.com/docs/v13/user/manual/en/automation/milestone-tracker#1-creating-a-milestone-tracker) <a href="#id-1-creating-a-milestone-tracker" id="id-1-creating-a-milestone-tracker"></a>

1. Click on '+ Add Milestone Tracker'.
2. Set the Document Type to track (example: "Issue").
3. Set the field that represents stages (example: "Status").

**Note:** A milestone stage can be defined by Link or Select properties.

&#x20;Once this is set, a new **Milestone** record is created every time the status of any issue is changed.

The Milestone can be viewed in the timeline of the view:

![](https://429967333-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MgEi4gT9xOnYSAL1Pei%2F-Mj7ez4zdcOvSrcrmSUo%2F-Mj7m57u-jz4ONBSFTr8%2Fmt11.png?alt=media\&token=c765313a-1dcd-4485-ad1e-d1489f7a0e0b)

### 2. Features                                                                                 <a href="#id-2-features" id="id-2-features"></a>

* Milestones can be a great source for reporting and notifying.
* . For example, if Lead Qualification is a milestone on "Lead", milestones can help generate reports on the number of leads being qualified in a period.

#### 2.1 Using Milestones with Dashboards                                                    <a href="#id-21-using-milestones-with-dashboards" id="id-21-using-milestones-with-dashboards"></a>

* Used along with Dashboards, Milestones can help track the trends in milestones.
* For example, if "Qualification" is tracked as a "Lead Stage", a Dashboard on Milestone filtered by Qualification will show the trends of leads qualified.

#### 2.2 Using Milestones with Energy Points                                               <a href="#id-22-using-milestones-with-energy-points" id="id-22-using-milestones-with-energy-points"></a>

* Energy Point Rules can be defined to automatically give Energy Points to users who achieve a milestone.
* This can be used to incentivize action on transactions at various levels.







