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  • How to Track Contra Milestones




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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
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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