[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-249978-105":53,"doc-detail-249978-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","25-recommended-workflow-using-milestones","25 - Recommended Workflow Using Milestones","","Guides users through implementing the Milestones workflow to manage jobs in a transparent, easy-to-follow way. Explains how milestones track job status as tasks move through each defined milestone, and how the Job Highlights Banner and Milestone Performance Chart provide at-a-glance visibility of on-target, meeting, approaching, and exceeding standards. Covers steps for configuring default milestone task templates, applying templates by job type, completing linked milestone tasks on mobile or web, and using chart filtering to identify and recover at-risk jobs.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/25-recommended-workflow-using-milestones/249978/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/25-recommended-workflow-using-milestones/249978.png","ImageObject",442,249,{"name":88,"@type":89},"Jasmine","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-28","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",20,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the main goal of using Milestones in job management?","Question",{"text":109,"@type":110},"Milestones provide an easy, transparent method to track every job’s status as it progresses through each milestone, making it clear which jobs are on time and which are at risk.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does completing a milestone task affect other milestone tracking elements?",{"text":114,"@type":110},"Completing a milestone task updates the Job Highlights Banner with a timestamp and assigns the next milestone task, since milestones are dependency-linked.",{"name":116,"@type":107,"acceptedAnswer":117},"How can the Milestone Performance Chart help you take action?",{"text":118,"@type":110},"The chart shows color-coded performance categories and allows clicking bar segments to filter jobs, helping identify jobs that are meeting, approaching, or exceeding standards so that at-risk work can be brought back on track.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},249978,1790990683,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},2336478487870,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","This tutorial will explain the milestone workflow and how to best use Milestone Templates, the Job Highlights Banner and the Milestone Performance Chart to enhance job management.  \nThe goal of Milestones is to provide an easy and transparent method of tracking the status of all your jobs as they progress through each Milestone. By adopting this component of Assured JobCheck you will be able to utilize the Milestone Performance Chart to quickly see which jobs are on target to complete on time and which are at risk of falling behind.  \nIn summary, the steps to utilize Milestones are:  \n1. Open the Admin tab and select Milestones.  \n2. Review each milestone task template and ensure that the default time-to-completion is suitable.  \n3. Start a new job and select the correct job type from the dropdown.  \n􀁸 The corresponding milestone template will apply automatically and the first milestone task in the list will be assigned.  \n4. When appropriate, complete the first milestone task (either from the mobile app or the web desktop) .  \n􀁸 Completing the task will update the Job Highlights Banner with a time-stamp.  \n􀁸 Upon completion of the first task, the next milestone task will be assigned.  \n5. Navigate to the Home page and view the Milestone Performance Chart to see the status of your job(s) with respect to completion of the milestone tasks.  \n6. Click on any part of the bar graph to filter jobs down and see which jobs fall into what categories: meeting standard, approaching standard or exceeding standard.  \n7. Investigate jobs that are approaching or exceeding standard to get them back on track.  \nThe more expansive instructions to implement Milestones are as follows:  \nStep 1: Review Default Milestone Task Templates  \nThere are four milestone templates available under the admin tab: Emergency, Restoration, Contents & Other. These milestone templates are designed to apply automatically to a job when the corresponding job type is selected for a new job.  \nEach milestone task has a standard time set for completion; if you do not currently adhere to a standard for task completion, use the defaults. If you have a different standard for task completion, the defaults can be edited to fit your standards. Keep in mind that if different types of jobs require different standards, we recommend setting the template default to meet the tightest standard.  \nWithin each milestone task template, there are 11 standard tasks that correspond to the 11 milestones that appear in the Job Highlights Banner. You can choose to deactivate specific tasks within each milestone template; however, you cannot delete or add tasks to the list.  \nFigure 1 Above is the default emergency milestone template. Notice that by default, estimate submitted and approved  \nare excluded from the tasks that will be applied to an emergency job.  \nTake note that milestone task templates and custom task templates work independently of one another. When creating custom task templates, be careful to ensure that you do not duplicate tasks that already exist in the milestone task template.  \nStep 2: Apply a Milestone Template to a Job  \nWhen applying the job type to a new job in the job details section, the milestone template will apply automatically. The first milestone in the template will become due immediately and will remain ‘active’in the task list until it is completed, at which time, the next task in the template will be assigned.  \nFigure 2 The figure above demonstrates how to apply a milestone template to a job by selecting the corresponding job  \ntype in the job detail screen when creating a new job.  \nStep 3: Complete a Milestone Task  \nSince milestone tasks and the Job Highlights Banner are directly linked, completing a milestone task (whether on the web desktop or from the mobile app) will update the Job Highlights Banner with a timestamp of when that task or milestone was completed.  \nSince every milestone has a dependency, a milestone task will not be assigned to you","cbCaiahUas0Ye2BS","https://ap.wps.com/l/cbCaiahUas0Ye2BS","pdf",625828,"English","# Milestone Workflow Overview\n## Purpose of Milestones\n## Status tracking with the Job Highlights Banner\n# Recommended Steps\n## Configure default milestone task templates\n## Apply a milestone template to a job\n## Complete milestone tasks and update timestamps\n## Review the Job Highlights Banner\n## Review the Milestone Performance Chart and filter actionable jobs\n# Detailed Implementation Steps\n## Step 1: Review Default Milestone Task Templates\n## Step 2: Apply a Milestone Template to a Job\n## Step 3: Complete a Milestone Task\n## Step 4: Review the Job Highlights Banner\n## Step 5: Review the Milestone Performance Chart for Actionable Jobs","[{\"question\":\"What is the main goal of using Milestones in job management?\",\"answer\":\"Milestones provide an easy, transparent method to track every job’s status as it progresses through each milestone, making it clear which jobs are on time and which are at risk.\"},{\"question\":\"How does completing a milestone task affect other milestone tracking elements?\",\"answer\":\"Completing a milestone task updates the Job Highlights Banner with a timestamp and assigns the next milestone task, since milestones are dependency-linked.\"},{\"question\":\"How can the Milestone Performance Chart help you take action?\",\"answer\":\"The chart shows color-coded performance categories and allows clicking bar segments to filter jobs, helping identify jobs that are meeting, approaching, or exceeding standards so that at-risk work can be brought back on track.\"}]","25 - Recommended Workflow Using Milestones | PDF",1789253560]