Creating Milestone Groups

To create Milestone Groups, follow the steps below. Refer to the screenshot and steps for the sequence.

1. From the left-hand navigation links, select Milestone Templates.
2. Click on Groups on the Milestone Templates screen.

   

3. Click on +Create Group.
4. On the Create a Group screen, fill in the following details.
   1. Title*: Enter a suitable title for the group
   2. Description*: Enter the necessary description for the group.
5. Click on Create once all the necessary details are entered.

   

6. Once the record is successfully created, users will get a success message and the newly created group will appear on the Groups screen.