Default Capital Project Milestones ensure that the same internal "checklist" is added for each Capital Project. If there are steps that each team should be completing that are same across all capital projects, they can be added here to ensure consistency from the account-level settings. Once a new Capital Project is created, additional tasks can still be created and customized based on the specific needs of that project.
Adding a Task
1. Click Account Settings
2. Click Capital Project Milestones
3. To add a Task, click Add Task at the bottom of any section
4. Add a Title and Description
5. Add a default Assignee if needed
Note: Assignee can be either an individual user OR a role that varies from property to property (i.e. Property Manager would depend on who is set as the Property Manager via Property Settings)
6. Add a default Due Date
7. If needed, a File Upload can be required; checking the box here will make it mandatory that something needs to be uploaded in order to complete this task
8. Add a default Approver if needed
Note: Approver can be either an individual user OR a role that varies from property to property (i.e. Property Manager would depend on who is set as the Property Manager per Property Settings)
9. Click Save
Deleting a Task
10. Click View Details on any task
11. Click this icon:
12. Click Delete Task
13. Click Confirm
