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Milestone Manager

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Overview of the Milestone Manager​

What milestones are and how the Milestone Manager helps track required documents.

Using the Milestone Manager from the Dashboard​

How to access and read the Milestone Manager widget on the SureDrive Project Dashboard.

Viewing and Managing Milestones​

How to open the full Milestone Manager, view milestone status, and navigate required documents.

Editing Milestones and Adding Required Documents​

How to edit an existing milestone and add or remove required documents.

Creating and Managing Required Documents​

How to define the required documents for a milestone.

Uploading a Required Document​

How to upload a document directly to fulfil a milestone requirement.