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Adding and Editing Milestone Types

Create milestones that fit your organization.

Updated over a week ago

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 Customizations 

  • Click Milestone Types

  • Add/Edit Milestone Types

Click Add milestone type to add a new type the list of existing update types. Update types show to all users in all groups at all locations (if 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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