List of milestone templates
Filter the list of milestone templates
Click on Register to apply the filter and
Close to return to the list.
A milestone template allows you to enter various information in advance, which will be automatically captured for milestones created with this template.
This saves time when a project often involves the same milestones.
Actions
Add ➡️ Creating and modifying a milestone template
Edit ➡️ Creating and modifying a milestone template
Filter ➡️ Filter the list of milestone templates
Rights required :
No view can be set for this screen
Clicking on the template label redirects you to the template settings.
Creating and modifying a milestone template
The creation and modification forms are similar.
Shares (at inception)
Actions (upon modification)
Delete (right required :
Deleting a template from a schedule object )
Button name | Description |
---|---|
Accesses the list of milestone attributes | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field |
These forms are divided into two parts: template information and Information copied into the milestone. This information is used when creating the milestone or applying the template to a milestone that has already been created.
Here are the fields found in this screen:
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual
.
This field corresponds to the object label in the other language.
Attachment editing window
This pop-up appears when you click on the Edit attachment field
Attachment(s).