Milestone Tracking
||| Introduced in Version 12
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, go to:
++Home > Settings > Milestone Tracker++
| Creating a Milestone Tracker
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Click on New.
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Set the Document Type to track (example: "Issue").
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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:
||| Note: Milestones work independently of Versions.
| Features
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.
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Using Milestones with Dashboards
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. -
Using Milestones with Energy Points
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.
| 3. Related Topics