Objectives
- Add Milestones to contracts
- Track and update milestones workflow
Steps
One important feature available in Contra is the Milestones which will help you log the milestones and deliverables of every contract.
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A Contra user can also visualize the contract milestones in a Gantt chart and can show these milestones to their clients in the Client Portal.Note:
Note |
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Milestones will be visible to the Client Portal by default if the contract is visible to the Client Portal. |
From the Milestones tab, click the "Add Milestone" link at the top right of the page to add a new milestone to the contract/document.
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