Does the clients' milestone list update automatically?

Does the clients' milestone list update automatically?

Megan Sullivan

Yes, the clients' milestone list will update automatically as a result of your manual updates to the schedule. Check marks will appear next to each milestone on the clients' main menu once you have updated that all of a milestone’s corresponding tasks are 100% complete.

It is very important to keep your schedule updated, since, among other things, it prompts your clients for selection to be made in a timely fashion.

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