Setting A Milestone

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Brad Beardslee

• August 28, 2019 16:05

What is the difference between "Setting A Milestone" through EDIT DETAIL (shown below)

and...

Just going to the the Task: Milestone and dragging that into the process? 

 

Do they do separate things, do you suggest one or the other?

 

Thank You 

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• Official comment

  

  Mike

  • August 28, 2019 16:26

  Brad, good question. There is functionally no difference. The milestone tasks just have better visibility to a user/admin and also add additional data to the database because they are full-blown tasks.  

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  Brad Beardslee

  • August 28, 2019 16:40

  Ok, but when you are just "Setting A Milestone" through Edit Detail. It does not pull up anything in the Process Flow. 

  Like it does when you Drag and Drop the task "Milestone"

  Will the process still flow correctly if not having that task "Milestone" there? 

  Or do you have to check the milestone through Edit Detail and Drag and Drop the task "Milestone"?

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  Mike

  • August 28, 2019 17:10

  Yes, it will still flow properly. Both methods of setting a milestone (in task detail or through a milestone task) will influence the request status/last milestone in the same way. 

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  Rich Verjinski

  • August 28, 2019 17:32
  • Edited

  A handy tip I learned in the Integrify Advanced Training is that if you drag the milestone onto the canvas, and change the name without clicking off the milestone...  then the new name will set in the Edit Detail, as well as Configure Task tabs simultaneously.   If you click off the task before changing the name... they you may need to change both settings independently.  Hope this helps!

   

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