Milestones and progress
Milestones are the workflow's control points and the source of its % progress. They report progress to a client without relying on someone entering a percentage by eye.
What they are
Milestones split the workflow into phases and show at a glance where the process stands. In the workflow finder's board view, each workflow shows its milestone progress with colored dots.
How they're built
Each template milestone has a type, a category, an order, and a percentage. The workflow stores the last completed milestone and its progress.
How they're completed
There are two ways, and one is simpler:
- Attach tasks to the milestone (the simplest): from each task's "add to milestone" field. When those tasks complete, the milestone is met. It's the standard way to report progress without entering percentages by hand.
- Completion rules: the same AND/OR condition engine; the milestone is marked met when its rules are satisfied.
A milestone with no rules and no attached tasks stays an informational marker: it won't complete on its own.
How to create them
Milestones are most often defined on the template; you can also edit those of a specific workflow. First set up the milestone types (Settings → Milestone types); then, on the template, add each milestone with its type, category, order, and percentage.
Progress report
The Workflows report has a bar chart by milestone, showing the progress of all your workflows at a glance.
