Knowledge Base

Your Guide to AgentMarketing

Milestones

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After creating your new Task Plan, you will need to create the new Milestones for it.

Note: Milestones are a group of tasks within the Task Plan

  • Click Edit icon next to new Task Plan

  • Then click Add New button Give your Milestone a title Click Save

Then after creating your new Milestone, you will need to create the new Tasks for it:

  • Click the Edit icon next to the Milestone to start creating Tasks for it.

  Once you click Edit next to the Milestone to start adding Tasks:

  • Click Add New button
  • Enter a Title, Description, Timeframe and Visibility
  • Click Save