Milestones section in tasks allows users to define different milestone(s) in their tasks.
- Milestones fields: Name (mandatory), Description (optional), Milestone Manager (optional), Deliverables (optional) and Milestone Fee % (mandatory). Predefined % that will help buyers generate payment for the milestone based on the total budget specified in the task.
- Milestones status:
Not completed (default) - This is a default status when milestone is created for the first time in the task.
Submitted: Once the vendor submit the milestone the status changes to Submitted.
Approved: Once the task owner approves the milestone submitted by vendor.
Rejected: Once the task owner rejects the milestone submitted by vendor.
Adding Deliverables to Milestone
Deliverables questionnaire are added as a part of milestone creation and is optional.
Take a look at the articles below to understand how Tasks and Projects works in Shortlist: