Add or edit a milestone for a job

Add a milestone to a job

1. In the Jobs menu, select Jobs.
2. Click on the job number of the job you wish to add a milestone to.
3. On the job detail screen, select New Milestone.
4. In the new milestone pane, fill in the the details of the milestone. For more information on what each field is for, see the Data fields reference section below.
5. Save your changes. The date of the milestone is displayed.

Edit a milestone

1. In the Jobs menu, select Jobs.
2. Click on the job number of the job that contains the milestone you wish to edit.
3. On the job details screen, select the date of the milestone you wish to edit.
4. In the milestone pane, add or change information about the milestone. For more information on what each field is for, see the Data fields reference section below.
5. Save your changes.

Data fields reference

Field	Description
Milestone	The name of the milestone.
[calendar]	The date that this milestone is due to occur. Select the date from the displayed calendar.
Public	If you have given your client access to WorkflowMax (for details, see Invite a client to log in), they can view their jobs and interact with any notes, documents or milestones that have been flagged as Public.

 

More to explore...

• Add a milestone to a job template