Create Standard Milestones

This article applies to the following role permissions: Administrator - Director - Group Manager

Milestone Creation

There are four types of Milestones that can be created: Standard, Meeting, Whiteboard and Classroom. 

Standard Milestone

The Add Milestone creation form shown in Figure 1 has the following fields: 

  • Title
  • Type: Choose Standard
  • Due Date Type: You may choose a specific date or days from start
  • Description
  • Labels: This feature will allow you to search for milestones using the label.
  • Prerequisite Milestone: This option allows you to require certain milestones to be completed before others.  From the drop down, select which milestone (if any) is a prerequisite for the milestone you are creating. 
  • Completion Request Options (illustrated in Figure 2): Notify all staff assigned to cohort; allow students to mark milestone as complete; select advisors to notify–save milestone to specific advisors.

Figure 1

Standard Milestone Creation Form

Figure 2


Completion Request Options listed above.  


Once you completed all of the required and optional fields, click Create Milestone. Additional fields will appear with customization options shown below in Figure 3 and Figure 4. 

  • Forms: Create a custom form for the milestone, such as a survey.
  • Attachments: Students will be able to download this attachment.
  • Reminders: Type in the number of periods, and choose days or weeks.  Choose before due date, after student starts milestone, since cohort assignment.
  • Groups/Staff Assigned to Review Completion Requests: If "select advisors to notify" is chosen to approve the milestone, attach a group or individual staff members here.

Click on "Update Milestone" after completing the fields with your customizations. 


Figure 3

Additional Fields for Customizing the Milestone With Forms, Attachments, and Reminders


Figure 4

Assigning Staff or Groups to Approve Milestones