Defining a milestone for a task

You can set a milestone for a task to ensure that task is complete before the workflow proceeds.

Before you begin

Before you can define a milestone for a task:
  • You must define milestones by going to Distributed Marketing Settings > List Definitions > Workflow Milestone Types.
    Note: You must have administrative privileges to define milestones.
  • The Milestone Type column must be present in the workflow layout. You can ensure that it is present by basing the Advanced List, On-demand Campaign, or Corporate Campaign on a template that uses milestones or by editing the workflow layout.

Procedure

  1. Open the projectAdvanced List, On-demand Campaign, or Corporate Campaign, then open the Workflow tab.
  2. If necessary, change the layout of the spreadsheet view to show the Milestone Type column.
  3. Click Edit to make the workflow spreadsheet editable.
  4. In the Milestone Type column, in the task row for which you want to set a milestone, select a milestone from the drop-down list.
  5. Click Save or Save and Finish to save the milestone you set.

Results

The milestone is now in effect for the projectAdvanced List, On-demand Campaign, or Corporate Campaign.