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Milestones

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Joss Rodriguez
Updated 1 day ago
What Are Milestones?
Milestones are key operational or service delivery dates linked to your customer relationships. They make it easy to:
  • Track crucial events (like project delivery dates, final invoices, or customer anniversaries)
  • Set reminders so your team stays ahead of deadlines
  • Collaborate with teammates on important follow-ups
Note: Milestones are only available for companies that have been converted into customers. If you don’t see the Milestone option, double-check that the company is listed as a customer first.
Click here for more information on understanding and creating customers.

How to Create a Milestone
Creating a Milestone is simple:

  1. Go to the Milestone tile on the Company’s customer profile.
  2. Click the + sign in the top right corner.
  3. Fill in the required fields:
    • Name: Give your Milestone a clear, descriptive title.
    • Description: Add any details your team needs to know.
    • Date: Set when the event will happen.
    • Status: (Optional) Choose whether it’s not started, in progress, blocked, or completed. You can update this anytime.
  4. Want to make sure no one misses it? Set a reminder for yourself and collaborators.
  5. Pin the Milestone for extra visibility in the Company Details section.
Adding Collaborators
Bring teammates into the loop by adding them as collaborators. Here’s what they get:
  • Access to the customer profile
  • Automatic reminders about the Milestone
  • Notifications for all related activities
Add collaborators when you create the Milestone or edit it later—flexibility is the name of the game.


Visibility & Access
Anyone with access to the associated Customer or Company can add or edit Milestones. No locked doors here—collaboration is encouraged.

Managing Your Milestones
Once created, Milestones appear in the dedicated section of the customer profile. Here’s how to manage them:
  • View at a glance: See the date, name, and status.
  • See collaborators: Click the Milestone name to view who’s involved.
  • Click on the three dots next to the Milestone to make changes, delete, or add related Tasks, Events, or Activities.

Pinning Important Milestones
Need a Milestone front and center? Pin it to the Company Details section for quick access. You can pin during creation or when editing an existing Milestone.

Setting Reminders
Stay ahead with customizable reminders:

  • Send in-app and email notifications to all collaborators
  • Choose when to remind: 1–25 days, weeks, or months before the Milestone date

Filtering by Milestone

Get organized by filtering:

The Activity Feed to see updates tied to a specific Milestone

The Agenda for tasks and events linked to Milestones

Quick Tips

  • Use clear names and descriptions for each Milestone.
  • Update the status as things progress.
  • Pin and set reminders for high-priority events.
  • Keep your team in the loop by adding collaborators.
If you have any questions or require additional assistance, reach out to our support team at [email protected]. 
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