Manage Milestones

This article is for Administrators who would like to manage existing Milestones.

Sharing Milestones for external Collaboration

1

Open the Share Milestone action

Use the "Share Milestone" action within the Milestone Page.

2

Review who has access

A popup will display who currently has access and the General Access setting.

3

Change access and copy link

Change the General Access from "Restricted" to "Anyone with the link", then copy the link and provide it to the external user so they can complete the Milestone and submit.

4

Ensure external sharing is enabled

For external sharing to be possible, this must be enabled first in your Organisation settings.

If you wish to share a Milestone to be completed by a user outside of your platform, follow the steps above.

Monitoring Progress

After a Milestone has been created as part of a batch or on its own, you can monitor its progress via the “All Milestones” menu. Here you can track the status of each Applicant.

All Milestones view

If you created a Milestone Batch, you can view and edit this via the “Milestone Batches” menu.

Milestone Batches view

Finding and Sorting Milestone Batches

Each row on the Milestone Batches list shows the batch's title, how many Applications and Applicants it covers, its total Amount, a Due Date column, and its Status — with Edit/View and Delete actions on the right. Click a batch's row to expand it and see the individual Milestones inside, each with its own Application, Applicant, Amount and Due Date.

Status filter: by default, the list only shows batches that haven't been sent yet ("Not Sent"). Once you send a batch to applicants, it disappears from this default view — switch the Status filter to All if you're looking for a batch you've already sent.

Keyword search matches the batch's own title, as well as the titles of Milestones, Applications, and Applicants inside it — so searching for either the batch name or something inside it will find the right batch.

Sorting: click Title, Amount, or Due Date in the column headers to sort the list.

• Since a batch can contain Milestones with different amounts and due dates, sorting by Amount or Due Date orders batches by their total Milestone amount or their earliest Milestone due date — not a single value for the batch. That's also why the Due Date column is blank on the collapsed batch row; expand the batch to see each Milestone's actual due date.

• Expanding a batch keeps its Milestones in the same sort order and direction as the outer list, so if you've sorted the batches by Due Date, each expanded batch's Milestones are shown by due date too.

Filtering by due date: click Advanced Filters to reveal a due date range ("From" / "To"). This narrows the list to batches that contain at least one Milestone due within that range — handy for finding batches that need attention in a particular window, without having to open each one.

Deleting a batch: you can delete a batch only if none of its Milestones have been progressed by an applicant yet — otherwise the delete action is disabled with an explanation.