Milestones

CRM for Business enhances efficiency by breaking down projects into Milestones & Tasks.

Project Milestones represent key progress points without specific dates, focusing on essential achievements.

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Admins manage Milestones via the dashboard:

 

  • Create default milestones for new projects.
  • Enable/Disable team members from: (1) Creating Milestones (2) Deleting Milestones (3) Editing Milestones Deleted milestones can either remove associated tasks or move them to the ‘uncategorized’ milestone.

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