Milestones

The Milestones dashlet on the My Page allows users to access and review a cross-study milestones listing. Additionally, users can perform the following on the Milestones dashlet.

  • Apply filters within the cross-study milestones list, i.e., create a milestone listing with custom fields, etc.
  • Pull in custom fields within the cross-study milestones view.
  • Configure and save a custom cross-study milestones view.
  • Retrieve an export of all records from the cross-study milestones view.

Milestones Views

To add a milestone view to the dashlet, follow the steps below.

  1. Click on the ‘+’ icon on the Milestones dashlet.
  2. Select a view from the available dropdown list.
  3. Click on the star icon to mark a view as favorite and access the ‘Favorites’ tab to see all views marked as favorites.
  4. The newly added view appears as a tab on the Milestones dashlet.

  5. To configure a view, either click the hamburger icon next to the desired view or click on the ‘View Options’ dropdown.

Export Milestones

To export the Milestone dashlet details, click on the ‘Export’ button and refer to the standard steps detailed in the Export Activities section above.

Milestone Details

To open the list of Milestone details in a different modal window, click on the ‘Details’ button on the Milestones dashlet.

Milestone Filters

To filter the Milestones dashlet, refer to the standard steps detailed in the Filter Activities section above to apply standard and advanced filters.