Setting 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 template.
Set a Milestone
- In the workflow template 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 using this template 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.