Milestones are an important part of any Contract Type. Milestones help you break a Contract into smaller components which can be assigned to Stakeholders and have a set deadline.
Here, we'll discuss:
Add a Milestone
To add a Milestone, you'll click the green "Add Milestone" text at the top of the Contract Milestones section of your Contract Type. Next, you'll enter a Milestone Name, a date for it to be completed, and an assignee if it is tasked to a particular member of your team.
Having well defined Milestones can help keep a Contract on track. Milestones also offer visibility into the contributions made by each team member on the Contract.
Milestones can have one of three statuses: Open, Needs Attention, or Complete.
Once a Milestone has been assigned to you, it's time to get to work! Your Milestone will remain Open until the due date passes or it is marked it as complete. Completing a Milestone is easy, you'll just click the "Mark Completed" button on the Milestone itself.
When a Milestone is past due, it will be automatically flagged as "Needs Attention". This is designated in red and will also bring your Contract into a "Needs Attention" state. This helps make sure no steps in the Contract are missed and also that your Contract does not fall behind schedule.
Contract Milestones View:
Contract Workbench View:
Lastly, once a Milestone has been marked as complete, it will be marked green as you can see here:
We know that it's helpful to see all Milestones in one list and we are excited to offer that to you in Scout with "Milestones". To access a list of all upcoming Milestones assigned, simply click the "Milestones" button in the action bar at the top of the Contract workbench.
In the "Milestones" menu, you are able to toggle between upcoming Milestones as well as Recently Completed Milestones:
Filter to view "My Milestones"
To access a list of upcoming Milestones assigned to you, you can create a Saved View within "Filters":
Simply filter by Milestone Assignee to reflect your name and save the filter name as "My Milestones":
You will have access to any Saved Views you have created within "Filters". This will provide you one-click visibility into Milestones assigned to you:
You can also create multiple Saved Views for one-click visibility into Milestones for certain Contract Types, categories, or other assignees.