Create milestones for the action plan

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Create milestones for the affected KPIs in the action plan.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to the Action plan items tab of the action plan.
    2. Select Create.
      The Crate new action plan item dialog box is displayed.Create new action plan item dialog box for creating milestone
    3. Select Milestone.
    4. Select the affected KPI from the list of available KPIs.
    5. Select Create.
    6. In the form, fill in the required fields.
      Tabelle : 1. Create New Milestone form
      Field Description
      Assigned to User to whom the milestone tracking is assigned
      Due date Target date for the milestone
      Short description Brief description of the milestone
      Milestone details
      Milestone target value The expected target value of the KPI for the milestone
      Milestone collection start date Start date for the milestone collection
      Milestone collection end date End date for the milestone collection
    7. Select Save to create and save the new milestone.