Milestones

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Grow CRM enables to work efficiently, by breaking down your projects into Milestones & Tasks.

Project Milestones are points along the progress path of your project. Milestones do not have target dates, but rather they focus on specific progress points that must be achieved for a project to be successful.

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As the administrator, you can control how project milestones are used inside the dashboard. You do this via the dashboard settings panel

  1. Create default milestones, which will be applied whenever a new project is created
  2. Enable/Disable the team member’s ability to:
    • (1) Create a new client account
    • (2) Edit an existing client account

When a milestone is deleted, there is an option to delete all its tasks, or the tasks will automatically be moved into the uncategorized milestone.