Milestone Tracking
You can automatically track milestones based on the lifecycle of a document if it undergoes multiple stages.
Last updated
You can automatically track milestones based on the lifecycle of a document if it undergoes multiple stages.
Last updated
The configuration for Milestone setting can be set in Milestone Tracking and each milestone is updated in Milestone.
To access Milestone Tracker: Type 'Milestone Tracker List' in search bar.
Click on New.
Set the Document Type to track (example: "Issue").
Set the field that represents stages (example: "Status").
Note: A milestone stage can be defined by Link or Select properties.
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:
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.
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.
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.