Milestone Statuses

In an effort to help give more context to what is happening with your Milestones, we have added a new column to both the Milestone Grid and the Notification Center of Milestone Status. This new column will be seen by default in the Notification Center, and will be a configurable column to add to your Milestone Grids inside a Container. 



You will also be able to report on these Statuses, which we hope makes it a little easier for you to find any sets of Milestones for certain Users or time frames.



Status Definitions 

  • Scheduled for Future - When the Notify Person On Date is in the future. Not yet "in-progress"
  • Initial Notification Sent - Initial Notification Email has been sent, but no other actions have been taken by the User or the System.
  • Reminder Notification Sent - If no action is taken by the User on the Initial Notice, and a Reminder has been configured, this status will show for the duration of the Milestone (until the Milestone Date). 
  • Snoozed - This status will only appear if the User assigned manually Snoozes the Milestone. This status will stay until either another Reminder is sent, in which case it will switch back to the above, or if a Final Notification is configured and sent, it will switch to the below. 
  • Final Notification Sent - If there is a Final Notification Configured, this will be the final status applied until either the Milestone is completed, or the Milestone date itself passes
  • Past Due - If the Milestone date comes and goes, the Milestone will be marked as Past Due. Inside the Notification Center, the Milestone will also appear in bold red test to help it be seen. This will be a helpful Status for reports if you need to assist Users in cleaning up and completing old Milestones.
  • Complete - When the Milestone is fully Completed.


Patch Fixes

Escalated Users properly Updating on Milestones

There was an issue where not all Reminders were being updated properly if a Responsible Party who was also an Escalated party on a Milestone was updated. This has been resolved, and all updates will reflect correctly now.


Duplicate Reminders on Responsible Party Updates 

There were also reports of Users receiving double notifications for some Milestones, and it was discovered it was a result of them being updated as a Responsible Party after the Initial Reminder had been sent already. A duplicate reminder was being created at that time, which we have since removed, and only the correct one reminder will be sent moving forward.