This article discusses Milestones and how to use them in Unity Practice Management

Overview

Milestones are the core structure of your case.  You can create milestones for the stages you need to follow through a case from start to finish.

• Add a Milestone
• Add a Task to a Milestone
• Add a Reminder to a Milestone
• Add Milestones to Timeline
• See Milestones in cross-case calendar
• Delete a Milestone

Add a Milestone

To access Organiser, click the Organiser button on the left-hand side of Unity® Practice Management:

To Add a Milestone, select Add To Calendar on your screens click this dropdown and select Milestone.

Complete the details on the Add New Milestone popup window:

• Select a case to apply the Milestone to (if you are in a case it will set it for the case you are currently in)
• Give your Milestone a clear title and, if needed, a description
• A date is required, so set a realistic target for your Milestone to be completed in full.
• Click Save

Your Milestone will show on your cross-case and in case views.  Milestones are shown on your views in purple

Milestones are not allocated to any one person, only the tasks beneath them. If you wish to see a Milestone you have created on your calendar views, you will need to watch the case.

Add a Task to a Milestone

You can do this by going into the Milestone you want to add it to and clicking the Link Existing Task icon:

• Select your Task from the list of those available, they must already be on this specific case and not currently assigned to a different Milestone.
• Tick the required Tasks to add to the Milestone.
• You can also use this function to un-link Tasks from Milestones if they have been applied incorrectly.

Any Tasks created without a reminder date will show on your task list but will not show on your cross-case schedule, or calendar views.  Set a reminder to get a task to show on your calendar.

Add a Reminder to a Milestone

• Go into the Milestones
• Select Manage Reminders
• Click Add Reminder

Add Milestones to Timeline

• With a Case selected navigate to Organiser> Timeline
• Click New Milestone  - this will automatically select to add a Milestone.
• Complete the details of the Milestone, including the date you require it to be done by.
• The Milestone will be added to the Timeline chronologically.

See Milestones in cross-case calendar

You need to ensure you are watching the case with the Milestones on it.  Go into the case and select Watch Project at the top of your screen.

Delete a Milestone

To delete a Milestone:

• Select it from the list in Organiser
• Click View Milestone
• Click Edit Milestone
• Select Delete

If you delete a Milestone it won't delete the Tasks assigned to it, but it will un-assign the Tasks so they will no longer be linked to any Milestone.  You can then complete them as standalone Tasks or you can link them to a different Milestone on your case.