The example below shows how a milestone is created with some realistic data. (see instructions for creating a milestone)

  • A contract has been agreed with payment terms of once a month
  • A milestone has been created to monitor the payment terms and tasks can be created for every individual payment to track that they have been received
  • Individual persons responsible for monitoring the payment are identified and assigned as responsible
  • Each payment task has its own due date and reminder


Milestone and task creation



Viewing the tasks on the contract timeline (see instructions for viewing milestones)


Marking payments as complete and attaching the receipt: