Org Configuration: Milestones Follow

Topics Covered
Managing Milestones

Target Users
Org Admin

Required Permissions
Service Provider

Introduction

This article explains how to use the Milestones to track, create, and manage workflow milestones.

Workflow milestones help track the completion of key tasks or sub-workflows within an employee's workflow. These milestones allow organizations to evaluate employees' progress across multiple workflows.

Navigating to Milestones

Go to the Administration menu > Org Configuration > Milestones.

Managing Workflow Milestones

The Manage Workflow Milestones page displays a table of all existing milestones. The table lists milestone details such as Name, Description, Workflow Type, and Level.

Pagination and Search

• Use the Search bar to quickly find a specific milestone.
• Adjust the number of rows displayed using the "Show entries" dropdown.
• Navigate between pages using the pagination controls at the bottom of the table.

Adding a New Workflow Milestone

To create a new milestone, follow these steps, navigate to the Add New Workflow Milestone section.

Fill in the required fields.

• Name: Enter the name of the milestone (e.g., "Project Kickoff").
• Description: Provide a brief explanation of the milestone's purpose.
• Workflow Category: Select the category the milestone belongs to from the dropdown

Click Save to add the milestone. Use Cancel to discard any changes.

Editing Options Within a Data Source

Editing a Milestone

• • Locate the milestone you want to modify and click the Edit (pencil icon) in the corresponding row.
  • Make changes and save them.

Deleting a Milestone

• • To remove a milestone, click the Delete (trash can icon) next to it.
  • Confirm deletion when prompted.

Related Articles

Org Configuration: Sections
Org Configuration: Milestones
Org Configuration: Assignment Fields
Org Configuration: Data Sources

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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