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Tip of the Week: Using Milestones In WorkflowMax to Manage Important Events

Do you have an important event that you need to keep in mind while working on your project? Or perhaps there are particular due dates or submission deadlines? To help you stay on target to meeting your overall job deadlines, the milestone feature in WorkflowMax will ensure you’re always ahead of the game.


The milestone dates that you set up for a job are completely separate to the tasks or job start and finish dates. They can be added when you’re setting up a job, as part of a job template, or at any time during the duration of a job as they pop up.

For example, you might have a date that your first draft is due, or you may need to contact a supplier by a certain date in order to schedule in their services for the project, or you may need sign-off from your client on the first stage of the job by a certain deadline. These milestones can be seen by those working on the job, and also, if you choose to, you can make this visible to clients using the client login by selecting ‘public’ when you set up a new milestone.

In the video below, we take you through the steps you need to know to add, edit, and manage milestones, as well as understand the notifications which can be assigned to a milestone.

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Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd

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