Milestone Tracker
Overview
Milestone Tracker – Business Overview
Milestone Tracker is used in Dafater to monitor and record key progress points (milestones) for any business document. It helps organizations clearly see where a process stands, what has been achieved so far, and what is coming next—without relying on manual follow-ups or informal updates.
Purpose in Business Operations
Milestone Tracker allows businesses to:
- Track progress of important activities linked to a document
- Create visibility over critical stages in a process
- Ensure accountability by clearly marking completed and pending milestones
- Support timely decision-making by showing real progress, not assumptions
It acts as a lightweight progress control tool that complements daily operations.
Prerequisites Before Using Milestone Tracker
Before using Milestone Tracker effectively, the following should be in place:
- Clear definition of business processes and their key milestones
- Documents where progress tracking is important (such as agreements, requests, projects, or approvals)
- Agreed understanding among teams of what each milestone represents
No complex setup is required, but clarity in process design is essential.
Typical Workflow and Business Fit
- A business document is created (for example, a request, case, or agreement).
- Milestone Tracker is linked to that document.
- Key milestones are recorded as the process progresses.
- Each milestone reflects a meaningful business event (e.g., “Reviewed,” “Approved,” “Delivered”).
- Managers and stakeholders monitor progress through milestone updates rather than constant follow-ups.
This fits naturally into daily operations by providing a simple progress view without disrupting work.
Key Business Scenarios Where Milestone Tracker Is Essential
Milestone Tracker is especially valuable in:
- Project-driven work where progress must be visible at each stage
- Approval-based processes requiring clear status tracking
- Client commitments where delivery stages must be monitored
- Internal control processes to ensure nothing is skipped or delayed
- Cross-team coordination, where multiple departments depend on milestone completion
Important Considerations for Users
- Define milestones that are meaningful, not overly detailed
- Update milestones consistently to maintain trust in progress reporting
- Use milestones to reflect outcomes, not activities
- Avoid treating Milestone Tracker as a task list—it is a progress indicator
- Ensure stakeholders understand how to read and interpret milestones
Business Value Summary
Milestone Tracker provides clarity, accountability, and transparency across business processes in Dafater. By highlighting where work truly stands, it helps teams stay aligned, reduces uncertainty, and supports better operational control.
Track milestones for any document
Basic Information
- Module: Automation
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| document_type | Document Type to Track | Link | ✓ | DocType | Dafater document type whose milestones will be tracked |
| track_field | Field to Track | Select | ✓ | - | Specific field in Dafater document used for milestone tracking |
| disabled | Disabled | Check | - | Disable milestone tracking configuration in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Milestone | Linked from | Automation |