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Adding and Editing Milestone Types

Create milestones that fit your organization.

Big and small milestones are worth remembering. Customize the type of milestones that are most important to your organization.

  • 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. 

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