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Organizing steps with milestones

Section titled “Organizing steps with milestones”

Milestones group your template steps into collapsible sections. They’re optional. Steps without a milestone sit below the last milestone. A template with no milestones is a plain list of steps.

Creating a milestone

Section titled “Creating a milestone”
  1. Open your template in edit mode
  2. Click Create milestone
  3. Enter a name (max 250 characters)
  4. Click Accept

Managing steps in milestones

Section titled “Managing steps in milestones”
  • Add steps: Drag steps into a milestone section, or create new steps while a milestone is selected
  • Move steps: Drag between milestones, or drag below the last milestone to take a step out of every milestone
  • Reorder milestones: Drag milestone headers to change their order

Renaming and deleting

Section titled “Renaming and deleting”

Click the three-dot menu icon on a milestone header to rename or delete it. Deleting a milestone moves its steps below the other milestones, out of any milestone. They don’t get deleted.

Milestones in running processes

Section titled “Milestones in running processes”

When you launch a process, milestones carry over. Tasks appear grouped under the same collapsible milestone sections.

Milestones in exports

Section titled “Milestones in exports”

CSV exports include milestone_id, milestone_name, and milestone_position columns. Tasks without a milestone won’t have values in these columns.

Section titled “Related articles”

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…
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