Do you have certain Projects that involve the same tasks every time? Why constantly start from a blank slate? Take advantage of Scout’s Milestone Templates, which allows you to configure Milestones for any Project Type within Pipeline!
Here, we'll discuss how to:
- Create Milestone Templates from scratch
- Leverage Milestone Templates on Pipeline Projects
Create Milestone Templates from scratch
Navigate to the Settings page:
Under Customize Projects, select the Project to which you’d like to add a Milestone Template:
Scroll down to the section called Milestone Template:
Enter the name under Milestone Name and click the Add button:
Milestones will appear on the Project in the order they are created. You can drag and drop Milestones to re-order. They will appear in this order until they are dated and then display according to due date.
Leverage Milestone Templates on Pipeline projects
From your homepage in Pipeline, click the Quick-Add button in the action bar at the bottom of your screen:
Note: You may also click on the Create Project button, and choose the Project type inside the Project.
Next, select the Project Type:
On the Project Details page, scroll to the Project Milestones section to use your Templated Milestones:
You can now provide a due date, assign to someone, or delete. To standardize reporting, Templated Milestone names can not be edited.
- Company Admin can create and use Milestone Templates
- Sourcing Manager can use (delete, date, and assign) Milestone Templates
Note: Milestone Templates also work with filters and views. For example, search for all Milestones with an empty date.