How to Copy a Milestone into an Integration

Copying a Milestone

Copy from Playbook is a function that allows a user to include any Milestone from a Playbook of Milestones.

To Copy a Milestone: 

1. Navigate to the Programs/Integrations menu. 
   
   
2. Select the name of the Program under the Program Name column. The Integration page appears. 
   
   
3. Select the Milestones tab.
   
   
4. Select the Copy Package button. This will open the Select Milestones window view.
   
   
5.  There are two options to select from; choose a package or select the checkbox next to the name of the Milestone(s) to copy into the Milestones page.
   
   
   a.  Choose a Package
    
   b.  Select a Milestone
   
   
   

6. Select the Copy button. The milestone(s) will be added to the Milestones page.