User roles: Admin, Standard
The Basics
Milestones track the key dates for important events and deadlines that keep the matter team driving forwards. It's a great way to centralize and track all the key dates and activities that so often get lost in your inbox or on multiple scraps of paper! Anyone can create a milestone. Milestones are checkpoints in a matter that are used to identify significant events. They are not deliverables, nor are they goals or phases. They are points in time that are a great way to indicate and drive progress and success. You might have several milestones within a phase of work on your matter.
Details
Create a Milestone
- In your matter, select Milestones in the Matter Toolkit.
- Click on the Add Milestone button.
- Enter the milestone name.
- Select a date.
- Optional: add a Description.
- Click Save.
Create a Milestone (iOS)
- In your matter, tap the Task&Mile tab.
- Tap the Milestones tab underneath the matter name at the top of the screen.
- Tap the teal plus (+) button in the top right corner of your screen.
- Enter the milestone name.
- Select a date.
- Optional: add a Description.
- Tap Save.
Edit or delete a Milestone
We all know that nothing's set in stone when it comes to managing legal matters. It's quick and easy to edit your milestones as and when things change.
- In the Milestones tab, tap the 3 pin menu to the right of the relevant milestone.
- To Edit the milestone:
- Click Edit.
- Amend the Milestone Name, Date or Description as required.
- Hit Save.
- To Delete the milestone:
- Click Delete.
- A pop out will appear, confirming your action. Click Delete Milestone.
Edit or delete a Milestone (iOS)
- In your matter, tap the Task&Mile tab.
- Tap the Milestones tab underneath the matter name at the top of the screen.
- Tap the 3 pin menu to the right of the milestone you wish to change.
- To Edit the milestone:
- Tap Edit.
- Amend the Milestone Name, Date or Description as required.
- Hit Save.
- To Delete a milestone:
- Tap Delete.
- Tap Confirm.
Benefits
- Shared task lists and milestones are a great help to individuals who are responsible for managing the progress and delivery of a matter.
- They provide accountability for key deliverables, drive the matter forwards and keep everyone on the matter abreast of the key dates and actions required to achieve success.
Tips and Tricks
- Use Milestones to give everyone on the team a high level view of the important events and dates relating to the matter.
More Resources
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