Create a Milestone
Note: Before you create a Milestone, keep in mind the following:
- Milestones should not be Congregation-specific. Milestones are generally important accomplishments that apply to anyone participating at the church, regardless of Congregation. When you assign a Milestone to a Participant, you can indicate the Program and Event they participated in when they completed the Milestone. You can infer the Congregation where the Milestone occurred from the Program or Event.
- Milestones may be Ministry-specific. This may be helpful if one Ministry assigns the Milestone and follows-up with those who complete it. Often, a single Ministry manages an entire Journey.
- You can create Milestones in two places:
- Go to Milestones, and click New Milestone.
- Go to , open the Journey, click the Milestones tab, and click New Milestone.
- Complete the Milestone fields.
- Click Save.
The Milestone displays in the Milestone list for that Journey. You can now assign people to the Milestone.
Milestone Fields
A reference of the fields you'll find when you create a Milestone.
- Milestone Title
- The name of the accomplishment logged for Participants and members at your church.
- Description
- A detailed explanation of the accomplishment. This should include what it means and who should pursue this step.
- Journey
- The Journey that contains this Milestone. This is the collection of Milestones related to the same ministry process, like assimilation or spiritual development.
- Next Milestone
- The Milestone that an individual should accomplish after completing this Milestone.
- Follow Up Notes
- Any actions that your staff should take to follow up with individuals who complete this Milestone.
- Letter Body
- Add a paragraph for the letter that individuals who complete this Milestone receive. This text displays in the Selected Milestone Letter report, available on the Milestones Assigned page.
- Letter From
- Add a closing paragraph for the letter that individuals who complete this Milestone receive. This text displays in the Selected Milestone Letter report, available on the Milestones Assigned page.
- Sort Order
- The order this Milestone should display in relation to other Milestones in the same Journey. Reports and views take this sort order into account.
- Discontinued
- Default is No. Set to Yes if you no longer use or assign this Milestone.
- On Connection Card
- Default is No. Set to Yes if you can assign this Milestone using the Connection Card tool. This way, volunteers can perform data entry following a worship service.
- Icon
- The icon that displays for this Milestone.