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Milestone Templates

Milestone templates are designed to help you simplify and enhance workflow management. With milestone templates, create reusable templates of commonly used milestones, allowing you to efficiently replicate these key stages across multiple processes. 

These templates ensure consistency by including essential actions and can be easily added to your flow templates or live flow workspaces. 

 

Create and Save a Milestone Template in the Library:

To create a new Milestone template in the Library:

  1. Navigate to the Library section.
  2. Click Milestone under the Templates section.
  3. Click + Create to begin.
  4. Enter Milestone details - a title and description, as well as the roles required for this milestone.
  5. Add required actions to your milestone.
  6. Click Next once you've added all the necessary actions.
  7. Name your template and verify its location within the Library. Add a description is needed. 
  8. Click Create to save your Milestone template. 

Your new milestone template is now successfully added to the Library and can be used in any of your flow workspaces while creating new flow templates. 

Create folders to organize your templates or control which internal users have access.

 

Adding a Milestone Template to a New Flow Workspace

  1. Click on +New in the homepage.
  2. Select Flow Workspace.
  3. Choose New Flow Workspace.
  4. Fill in the required details, such as title, description, participants who will be involved in this workspace. Then click Next.
  5. Set up your workflow by dragging and dropping actions. 
  6. Now click Milestone under the Layout section on the left panel to add a saved Milestone Template. 
    • To add a previously saved Milestone Template, drag and drop the Milestone into the desired step in your flow. 
    • A list of saved milestones will appear. Select the one you want to use. 
  7. Click Continue and assign the action to the appropriate participant in the workspace. 
  8. Once assigned, click Add. 

The milestone template will now be added to your Flow Workspace. 

 

 

Adding a Milestone Template to an existing Flow Workspace

  1. Select the workspace where you want to add the Milestone Template.
  2. Click on the ellipsis '...' icon located in the top right corner of the flow workspace.
  3. From the menu, select + Add New Action.
  4. In the dropdown, choose Milestone under the Layout section.
  5. Choose the desired position in the workspace where you’d like to insert the new Milestone Template. Then click + Add Here.
  6. Select the saved milestone template or add a new milestone, and click Continue.
  7. Fill in the necessary details. Then review, and click Add.

The new Milestone Template will now be added to the live workspace.

 

Managing Milestone Templates:

Similar to action templates, milestone templates can be used, edited, renamed, duplicated, moved, or deleted. Use the ellipsis menu on each template to access these options, ensuring flexible management of milestones.



Moxo’s templates section provides a comprehensive way to efficiently design, implement, and manage workflows across your organization. These templates not only enhance the user experience by reducing repetitive setup of processes and tasks but also ensure that workflows are executed with consistency and precision, aligned with organizational standards and objectives.