Milestone

Overview

Milestone — Business Overview

Milestone is a business document used in Dafater to define and track important checkpoints within a process, project, or automated workflow. It represents a meaningful stage or achievement that helps teams monitor progress, ensure accountability, and trigger the next steps in their operations.

Rather than focusing on tasks or activities, Milestone focuses on outcomes—key moments that indicate progress toward a larger business goal.

What Milestone Is Used For

In day-to-day business operations, Milestone is used to:

Mark critical stages in a process or project
Track progress against planned goals
Align teams around shared expectations and timelines
Support automation by identifying when a process has reached a specific point
Provide management visibility into how work is progressing

It acts as a reference point that confirms “we have reached this stage” before moving forward.

Prerequisites and Setup Requirements

Before using Milestone, the following should be clearly defined at a business level:

A structured business process, project, or workflow where progress is measured in stages
Clear understanding of what outcomes or checkpoints are important to the business
Agreement among stakeholders on what each Milestone represents
Defined ownership or responsibility for recognizing when a Milestone is achieved

This ensures Milestones are meaningful and consistently used across teams.

Typical Workflow and Business Fit

A common business flow involving Milestone looks like this:

Planning stage
Key stages of a process or project are identified and documented as Milestones.
Execution stage
Teams work through their activities with Milestones serving as progress markers.
Achievement of Milestone
When the defined condition is met, the Milestone is considered reached.
Next-step enablement
Reaching a Milestone may allow the process to continue, trigger approvals, or start the next phase.
Review and reporting
Managers review Milestones to assess timelines, bottlenecks, and overall performance.

This makes Milestone a central part of structured, outcome-driven business operations.

Key Business Scenarios Where Milestone Is Essential

Milestone is especially valuable in scenarios such as:

Project-based work where progress is tracked by phases
Service delivery processes with defined checkpoints
Internal initiatives that require management visibility
Automated workflows that depend on stage completion
Long-running processes where early warning of delays is important

In all these cases, Milestones help maintain control and clarity.

Important Considerations for Users

Define Milestones carefully—too many reduce clarity, too few reduce control
Ensure each Milestone represents a meaningful business outcome
Keep naming clear and business-oriented so everyone understands its purpose
Review Milestones regularly to confirm they still align with how the business operates
Use Milestones consistently across similar processes to improve reporting and decision-making

When used thoughtfully, Milestone becomes a powerful tool for guiding execution, improving transparency, and ensuring business processes stay on track within Dafater.

Basic Information

Module: Automation
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
reference_type	Document Type	Link	✓	DocType	Dafater document type where the milestone is tracked
reference_name	Document	Data	✓	-	Specific Dafater document linked to this milestone
track_field	Track Field	Data	✓	-	Field in the document used to monitor milestone progress
value	Value	Data	✓	-	Target or trigger value defining milestone achievement
milestone_tracker	Milestone Tracker	Link		Milestone Tracker	Dafater milestone tracker configuration governing this milestone

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Milestone Tracker	Links to	Automation