‎Set Milestones in a Workflow | Sprinklr Help Center

Set Milestones in a Workflow

Updated

3 days ago

Define Milestones to identify and delineate key phases in your workflow. Later, Milestones can also be pulled in the reporting to analyze what aspects of your workflow can be improved. In this guide, we will go over how to define milestones within a Workflow.

You can define the beginning of the phase by setting the “milestone” custom field to a specific value (for example, Milestone = Production). This can be achieved using the “Set Fields” component. Then all the tasks related to the phase will be defined after it. Finally, you define the end of the phase by using the “Set Milestone” component.

Set Milestones in a Workflow

When you are in the Workflow Engine editor, click the Addition icon and select Set Milestones from the Workflow Option menu.
Enter Milestone details such as Milestone Name, Milestone due date tracked in, Milestone completed date tracked in, etc.
Click Save in the bottom right corner.

Milestone Field Descriptions

Field	Description
Set Fields Details
Milestone Name	Enter a name for the Milestone. This will be the name of that Milestone throughout the platform.
Description	Enter Milestone details in depth by adding a description.
Milestone due date tracked in	The custom field in which milestone due date is tracked in.
Milestone completed date tracked in	The custom field in which milestone completion date is tracked in.
Assigned To
Selected User	Selected User - Select an individual user to complete the task. Add Task in Team Queues - Select a Task Queue you want to assign the task to. Assigning a task to a queue allows any user to pick up the task depending on their availability.
User Defined In	User Defined In - Select a Custom Field. Add Task in Team Queues - Select a Task Queue you want to assign the task to. Assigning a task to a queue allows any user to pick up the task depending on their availability.
Task Due	Before - Select time and value from the dropdowns to set a due date for your task. You can select period from Seconds, Minutes, Hours, Days, Weeks, Months, and Years. On selecting Days, you can select specific weekdays you want the tasks to be due on. After - Select time and value from the dropdowns to set a due date for your task. You can select period from Seconds, Minutes, Hours, Days, Weeks, Months, and Years. On selecting Days, you can select specific weekdays you want the tasks to be due on. On a Specific Date - Select a specific date and time you want the task to be due on.
Actions
Close	Close the window and do not save the contents.
Save	Save the Set Field object.