> For the complete documentation index, see [llms.txt](https://vezolve.gitbook.io/activebooks/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vezolve.gitbook.io/activebooks/system-configuration/untitled-1.md).

# Milestone Tracking

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

*  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.

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

1. Click on New.
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.

*  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-MiSHCpSoxGcKDCUdXWz%2F-MiSbEQiat2eRT-Isgr7%2Fmilestone-in-timeline.png?alt=media\&token=718d8517-5a7c-450b-b675-09648827bb0a)

### 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.