Add and Edit Milestones

Add a Milestone

If you have permission to add a milestone to an item, Add is enabled on the Milestones tab.

1. Click the Milestones tab.

2. Click Add.

   

Edit a Milestone

1. Select the workflow state to associate with the milestone.
2. In the Milestone Event column, select Enter state or Leave state to reflect a transition to or from the workflow state.
3. Select a Target Date for reaching the milestone event.
4. In the Warning Days Before column, enter a number of days before the target date to define a warning period for the milestone (optional).
5. In the Workflow Progress (%) column, enter the percentage of progress through the workflow at the completion of this milestone (optional).
6. Click Save.