Milestones - Activating, Creating and Editing

The Milestone feature is extremely useful for helping users stay ‘On Track’ with their Goals throughout the quarter by setting due dates for various tasks (Milestones), that the owner needs to complete to achieve their ultimate 90-day goal. Milestones essentially break down your Goals into smaller pieces with actionable due dates. To activate the Milestone feature for your Goals, follow the steps below:

 Activate Milestone Feature:

1. Click Meetings in the menu bar
2. Click on the gear icon (Edit Meeting) button to the right of your meeting.
3. Click Advanced Settings, bottom left
4. Click Goals
5. Click the drop-down arrow next to Goals Format
6. Select Milestones
7. Click Save (at the bottom)
8. You can now add Milestones during your Weekly meeting, and right from your Workspace by clicking on your Goal. 

 Create Milestones: 

From the Workspace:

1. From a Goal workspace tile, click on the Goal title you’d like to add a Milestone to 
2. A window will open showing the Goal title along with a notepad and the option to Add milestones at the bottom left of the window
3. Click Add milestones

• Enter the title of the Milestone
• Enter a Due Date
• Press Save
• Continue to add as many Milestones as necessary to your Goal using the instructions above
• When a Milestone has been completed, simply check the box next to it in your Milestone tile, or when you click on the Goal from the Goal tile.
• Find your Milestone tile in the Add Tile drop-down, in the Personal section (see here for help adding tiles)

  From the Manage Section:

1. Click Meetings in the menu bar
2. Click on the gear icon (Edit Meeting) button to the right of your meeting.
3. Click Goals
4. Click the title of a Goal
5. Click Add milestones at the bottom left of the pop-up window

Edit Milestone title and due date:

1. Click on your Milestone from the Milestone tile or click into a Goal from a Goal tile
2. Edit title or date
3. Click Save

• You can update the due date of your Milestones in either the Milestone tile (click the drop-down arrow by your current due date) or by clicking on your Goal title from a Goal tile (click the current due date to pull up the calendar and select a new due date). 
• When marking a Milestone as complete from the Milestone tile, it will be removed as the Milestone tile only lists current/outstanding Milestones

Delete or mark a Milestone as complete: 

1. Click on the Milestone from the Milestone tile or click into a Goal from a Goal tile
2. If using the Milestone tile, simply mark the Milestone as complete using the checkbox. If using the Goal tile, use the 'x' to the right of the Milestone to delete.
3. Milestones are useful for tracking progress towards your overall goal, as they break down larger objectives into smaller, manageable steps. While they help monitor progress, they are not mandatory and can be added at your discretion.

• Important: Milestones cannot be archived/restored.