> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/administrator-help-guides/milestones/milestone-templates.md).

# Milestone Templates

Creating a Milestone Template allows you to create a standardised Milestone that can be used repeatedly. This is helpful if you have a Grant that always uses the same type of contract for successful applicants. E.g. the contract may always ask for an invoice of 100% of the grant value as Milestone 1 and a report of how the funding was spent as Milestone 2. You can set these milestones up as templates to be reused again and again.

This page also contains detail on [Payment Workflows](#payment-workflow).

#### How to create a Milestone Template

{% stepper %}
{% step %}

### Navigate to Milestones

Navigate to **Settings (1) > Templates (2) > Milestones (3)** and click **New Milestone Template + (4)**.
{% endstep %}

{% step %}

### Provide basic details

Give your Milestone a default **Title**, **Funding Amount** and **Description**.
{% endstep %}

{% step %}

### Choose how the Milestone amount is determined

Under **How is the Milestone amount determined?**, choose one of:

* **Fixed Amount** — you set a static dollar amount on the template (and can adjust it per Application when you create the Milestone). This is the default, and what's described in the previous step.
* **Form Field** — instead of a fixed amount, the Milestone amount is pulled automatically from a field the Applicant fills in on the deliverables form (for example, an invoice amount they enter themselves). Once the Applicant submits a value, it becomes the Milestone's Funding Amount and shows as locked/read-only, since it's calculated rather than manually entered.

If you choose **Form Field**, you'll be asked to select which field(s) on the form hold the amount. This field must be a **Currency** field — plain text or number fields won't appear in this list.

{% hint style="info" %}
**Form Field** is useful when different Applicants will be paid different amounts under the same Milestone — for example, when the payment should match whatever invoice total the Applicant submits. Because the amount comes from each Applicant's own form entry, one template works across all of them without you needing to create a separate Milestone per Applicant or manually re-enter the amount for each one.

Note that the system does not automatically check that the amount entered matches an uploaded invoice or an agreed amount — that comparison is still something your reviewer should check manually when approving the Milestone. See the [Milestones FAQs](/knowledge-base/administrator-help-guides/milestones/milestones-faqs.md) for more on this.
{% endhint %}
{% endstep %}

{% step %}

### Create/Edit Template

Click **Create/Edit Template (5)**.
{% endstep %}

{% step %}

### Use the Form Builder

You will be presented with the **Form Builder** — you may be familiar with this from creating [Application Templates](/knowledge-base/administrator-help-guides/applications/application-templates.md). Use the Form Builder to create the form that your Applicant will fill in to submit their milestones.

![](https://lh3.googleusercontent.com/6v3wtJ0Dgp7GZX_UsQCEF0xUgEG6Z92nb9Q8FC3XuC_OVfurqUYhJ90HyjBpcFdzbK78RmvwSbURCDbHnB8qTa-AGqj8Q9OOe2Xo6lZsx7aP_yqyT3x6lJF9Mg4TyMUq0I_-7Jcb)
{% endstep %}

{% step %}

### Form builder overview

In the form builder you can:

* Give your form a **Title (a)**
* Name the **Pages** of the form **(b)**
* Drag **Fields** to the centre of the form creator to create the body of your form **(c)**
* Click **Preview** to see how your form will look when an Applicant interacts with it **(d)**
  {% endstep %}

{% step %}

### Payment Workflow fields

Of particular note here is that you can mark fields as being part of the **Payment Workflow**. During the [Payments Workflow](/knowledge-base/administrator-help-guides/payments/create-a-batch-payment.md) these fields will be served up to your Finance Team as needing to be checked or approved for payment to proceed.

In most cases this will be an *Invoice Upload* or a *Bank Account* field. See the [Payments Workflow](/knowledge-base/administrator-help-guides/payments/create-a-batch-payment.md) for more detail.

To mark a field as required as part of the Payment Workflow, select the field you want and then check the Payment box in the left sidebar.
{% endstep %}

{% step %}

### Add Pages and Sections

* Add multiple **Pages** to your form by clicking **Add Page +** (indicated in blue).
* Add multiple **Sections** *within* Pages by clicking **Add Section +** (indicated in red). This helps break up your forms into logical parts that improves the user experience of your applicant.

![](https://lh4.googleusercontent.com/_B6D65Txc2If6KACfO8Q-1TWY5-uyHq8EykgICFZ34ICwnhj_2caus9RFYMFkJ3BTXLuHQrGgkRquiYWE7NeGnwcqAxO3uG4eSyHL-oP_RFbLScbQXVSLzF4c9TAvJeMhG8YXXwW)
{% endstep %}

{% step %}

### Preview and edit

Click **Preview** to check how your form appears to the user.

Click **Edit** to go back into edit mode.

NB. in most cases your milestone template will not be as complex as an application form. Milestone forms usually only comprise a few fields over one page. But you are welcome to make your milestone form as complex as you like.
{% endstep %}

{% step %}

### Save and return

When you are happy with your form, click **Save and Return** to return to the Milestone Template builder.

Click **Save**.
{% endstep %}
{% endstepper %}

Next time you create a Contract, you will be able to drop this milestone template into the milestones section, saving you time 👍

{% hint style="info" %}
Note: If a template you want to edit is already in use (i.e. it has been used by an applicant to submit information), some functions will be locked. If you cannot edit how you wish, you may benefit from duplicating the template via the menu at the top right.
{% endhint %}

{% hint style="warning" %}
Duplicating a template, page, section, or field does not fully carry across all of its configuration — **Field Events** are not duplicated at all, and **Field Tags/Cell Tags** are duplicated as-is (sharing the same tag as the original, including any Cell Tags on table columns). See [Field Events](/knowledge-base/administrator-help-guides/applications/application-templates/field-events.md#duplicating-pages-sections-or-fields) and [Personalisations & Field Tags](/knowledge-base/administrator-help-guides/applications/application-templates/personalisations-and-field-tags.md#duplicating-pages-sections-fields-or-tables) for details on what to check after duplicating.
{% endhint %}

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| ![](https://lh4.googleusercontent.com/yYklZ7uwccarcGyJj48jiLrYVqYDrpfeEEMR8OZTsVJG91exzKZWExyo9Yhq3YcLflJestKXtOZCzhgALaE_kfy3aQesqcLlmqODzaAL8w7eYoIroLiD3nZ1xzUXf6inwD_dskH3) | ![](https://lh5.googleusercontent.com/kaONSTxJpi2egghmRsl7SMJaDfGyWDQBH96ijEsmDfKEssjxTC-dIzTWtSYLV7qguZki3-8SROARQXr3WOGcpqow7Y2jWEzRI1SBgO0_bxkgRxYlVNYBBgPurX9K_nJFn_4QwOuI) |

<details>

<summary>Related articles</summary>

* [Applicant & Verifier Milestone Creation](/knowledge-base/administrator-help-guides/milestones/applicant-and-verifier-milestone-creation.md)
* [How to combine assessments with different templates into a single report](/knowledge-base/administrator-help-guides/assessments/checklist-assessments/how-to-combine-assessments-with-different-templates-into-a-single-report.md)
* [Create Singular Milestone](/knowledge-base/administrator-help-guides/milestones/create-singular-milestone.md)
* [Review a Milestone for an Admin](/knowledge-base/administrator-help-guides/milestones/review-a-milestone-for-an-admin.md)
* [Email Templates](/knowledge-base/administrator-help-guides/milestones/milestone-email-templates.md)
* [Contract Templates](/knowledge-base/administrator-help-guides/contracts/contract-templates.md)

</details>