How to Create a Milestone in Integrations and Targets

Creating a Milestone

Milestones are a subset of Workstreams. Milestones could be considered as steps that should be taken to achieve a Workstream. Milestones can be created from the Playbook menu, within the Activity Map of the Target, or from the Milestones of that particular Target.

Create a Milestone in Targets:

Navigate to Targets.
Select a Target from the Target Name column.
Select the Milestones tab.

Milestone Features:
- Filter - fields such as Workstream, Schedule, Functional Team, etc. are listed as parameters that can be filtered.
- Create - creates a Milestone.
- Edit all - when pressed the view converts into inline editing, allowing the user to update selected fields directly on the page.
- Delete - deletes a Milestone once a checkbox(es) has been selected.
- Copy Package - allows Packages to be imported.
Select +Create button. The Milestone pop-up window appears.
In the Name field, type your Milestone.
Select a Workstream sub-category from the drop-down list next to the Workstream category.
Update other fields as needed within the Milestone Detail window. This includes:

* Description
* Responsible
* Owner
* Criticality
* Target Phase
* Planned Start Date and Planned End Date
* Forecast Start Date and Forecast End Date
* Actual Start Date and Actual End Date
* Tags
* Recent Note
Press Save.