View Products Overview

Get secure, compliant digital signatures in seconds.

Easily collect staff, customer, or patient data with compliant digital forms.

Merge data from multiple sources and generate fillable documents with ease.

Integrate signatures, forms, documents, and workflows into your native apps in minutes.

Help your departments work faster with eSignatures, forms, and documents connected by intelligent workflows.

Featured News
OnTask API logo
OnTask Launches eSignature API to Connect eSign Capabilities

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

  1. 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.
  2. Choose “Event Task”, then “Milestone”.
  3. 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.
  4. You can check the status of a workflow to see if it has reached certain milestones in the dashboard.