Set Milestones in a Workflow

You can set milestones in your workflow to mark important points in progress.

Before You Begin

Before you can set milestones, you need to create a workflow.

In the workflow designer, click Insert First Task or click the + above or below an existing step where you want to set the milestone.
Choose Event Task, then Milestone.
In the right panel, modify the default task name, Milestone.
- It’s a good idea to make your milestone name descriptive and meaningful so that when workflows are in progress, it’s easy to distinguish the workflow progress.
You can check the status of a workflow to see if it has reached certain milestones in the dashboard.

Need more help getting set up? Contact us for assistance from our customer support team.