PowerClerk Support Center
- Program Design
-
- Automations
- Channels
- Communications
- Connections
- Content Library
- Custom API IDs
- Data Fields
- Deadlines
-
- Questions to ask yourself
- Locating the Deadlines feature
- What are Deadlines
- How to Create a Deadline
- Deadline Automation Action Rules
- Utilizing Project Admin Page for Deadlines
- Communication Templates for Deadlines
- Deadline Set/Satisfy Options
- Program-Wide Deadline Actions
- Reporting on Deadlines
- Deadlines in Project List Columns
- FAQs
- Document Templates
- eSignature Envelopes
-
- Questions to Ask
- Locating the eSignature Feature
- What are eSignature Envelopes?
- eSignature Checklist: The Prerequisites to create a new Envelope
- How to set up Advanced eSignature Envelopes Step-by-Step
- How to add an eSignature Envelope to a form
- eSignature Automation Trigger
- Viewing Completed eSignature Envelopes
- Resending eSignature Notifications
- Canceling eSignatures
- FAQs
- Forms
- Formulas and Calculated Fields
- Front Page
- Incentive Design
- Milestones
- Project List Columns
- Project Summary
- Project Views
- Roles
- Workflow
- Administration
- Tools Menu
- Integration Guides
- PowerClerk Video Guides
-
- New User Video Guide
- Setting up Business Days
- Dashboards
- FormSense
- Edit Forms - Tutorial #1
- Build A Formula
- Edit Forms - Tutorial #2
- Automation with Formulas in Action Rules
- Configuring Forms
- Formulas and Advanced Visibility Rules
- Calculated Fields
- Milestones
- Project Summary
- Setting up Roll-up Reports
- Roles and User Administration
- Visualize Workflows
- ArcGIS
- API
- SFTP Automatic Data Import
- Standard Web Adapter Setup
- PowerClerk Program Launch
- PowerClerk User Group Sessions (UGS)
- Learning Management System (LMS)
- Join us for Reflow!
Milestones
Set Milestones to best communicate with your applicants on progress, reducing confusion and providing a clear view on the process.
Locating the Milestones feature
Anyone with a Role that has Program Design privileges can open the Milestones feature by opening the PROGRAM DESIGN menu and clicking on Milestones:
How to define a Milestone
Milestones are helpful for showing a simple view of complex Workflows that contain lots of statuses. You’ll be able to group several statuses together into one Milestone showing an applicant a more streamlined flow through the process. The applicant or installer will see a highlighted blue portion of the configurable status bar on the View/Edit project views. This serves to quickly inform a user about where the project is within the workflow. A status description for each Milestone may also be included in the Current Status section to help the user understand what is happening at this stage of the process.
To set up Milestones for your PowerClerk program navigate to PROGRAM DESIGN > Milestones, then:
- Add Milestone (as few or many as you wish)
- Name the Milestone
- Drag and drop the status(es)* you’d like to include into each milestone
- Enter the Status Description to display on the Current Status panel of the View/Edit page (optional)
*Please note: Not every status needs to be assigned to a Milestone. When a project is in an unassigned status, Milestones are not displayed on the View/Edit page.
A status can only exist in one Milestone. As you add statuses to a Milestone it will be removed from the Unassigned Statuses list. If you later decide you want to move a status, you can simply drag it from one Milestone to another or remove it, and then drag it to the new Milestone from the Unassigned Statuses list.
FAQs
Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.
Create A Support Ticket
Not finding your answer here? Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.