There are big moments in life worth celebrating and moments that nearly crush us. Caring for people means being there in both the tough times and the good times. Milestones allow you to record those life moments.
We added default milestones for your organization, some of which will fit well and others you'll want to edit to fit your context. Our goal was to get you jump-started. You can easily delete, edit, and add milestones that fit perfectly with your organization.
Customizing Milestones to fit your context
Click Your Name in the upper right-hand corner
Click Settings
Click Milestones
Add/Edit Milestone Types
Only Organization Owners, Organization Admins and Organization Managers can see Settings.
Click Add milestone type to add a new type to the list of existing milestone types. Milestone types show to all users in all groups at all locations (if your account has multiple locations).
To change the title of a milestone type, click the pencil icon next to the existing title you'd like to change. Type and make the correct changes. Click Save to complete changes.
Passing of a loved one
This milestone is extremely powerful when it comes to caring for your people experiencing grief after losing a loved one. (Full Instructions Here)
Tracking Flowers & Gift Baskets
Organizations can easily track flowers, gift baskets, and handwritten cards sent to their people. You can easily run a report at the end of the month, quarter, and year to see what you have sent. (Full Instructions Here)