Manage Milestones

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

Sharing Milestones for external Collaboration

If you wish to share a Milestone to be completed by a user outside of your platform, you can do this using the "Share Milestone" action within the Milestone Page.

This will present a popup displaying who has current access as well as the ability to change the General Access from "Restricted" to "Anyone with the link"

Copy the link and provide it to your external user which will allow them complete the Milestone and submit.

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

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.

 

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


See Payments to apply payments to Milestones.