Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Have a better sense of what your team is working on with the Milestones Overview and Deliverables Overview pages. Here, you can see the milestones and deliverables for active projects on a global level; allowing you to spend less time digging into your team's work and more time hitting your deliverables.
🚨 Admins and users with 'Edit All Projects' permissions can view all milestones and deliverables, while those with 'View Assigned Projects' can only see milestones and deliverables for their assigned projects.
Users with 'Edit Assigned Projects' or 'Edit All Projects' permissions can create, edit, and delete milestones and deliverables for their assigned or all projects, respectively.
Milestones Overview
If your firm collaborates on projects with other Monograph firms, any shared milestones will also appear here. Click here to learn more.
The Milestones Overview page provides a global view of all upcoming milestones, helping you stay on track. It’s especially useful for users who track key due dates and offers a quick view of completed milestones. You can also create a new milestone for a project by clicking on the New milestone button in the upper right corner of the page.
To quickly access your milestones across all projects, navigate to Projects > Milestones.
This page will show all milestones across all active projects, but filters can be used to further refine the Milestones that appear in the view:
Date range - show all milestones that are within the date range
Project – show all milestones for all phases in one specific project
Phase – show all milestones for one specific phase in all projects
By default, this page will sort by due date. Click on any of the column headers to change the Sorting order.
Milestones - sort alphabetically based on the milestone's name
Project - sort in order based on the project name
Phase - sort in order based on the phase abbreviations
Progress - sort by the completion of deliverables associated with milestones
Date - sort by milestones' due dates
If you find that you need more information about a milestone, click on the milestone to be taken to the appropriate project.
🚨 If you extend a Phase's end date or move a Phase into the future, any associated Milestone & Deliverables due dates will adjust based on the Phases' new end date.
Please note that this will only affect Milestones or Deliverables with future due dates. If there is a Milestone or Deliverable with a due date in the past, it will not be adjusted and will need to be manually edited if necessary.
Deliverables Overview
If your firm collaborates on projects with other Monograph firms, any shared deliverables will also appear here. Click here to learn more.
The Deliverables Overview (formerly known as the Tasks Overview) showcases a list of all upcoming deliverables. Just like the Milestones Overview, this feature allows you to see a consolidated view of all deliverables (based on a user's permission level). You can also create a new deliverable for a project by clicking on the New deliverable button in the upper right corner of the page.
To quickly access your deliverables across all projects, navigate to Projects > Deliverables.
This page will showcase all deliverables across all active projects, but filters can be used to get more refined results:
Project – all deliverables for one specific Project
Phase – all deliverables for one specific Phase across all Projects
Assignee – all deliverables associated with one specific team member across all Projects
Status - all deliverables based on their status (active or completed)
Due Date – all deliverables with a specific type of Due Date
Due Today, Tomorrow, This Week, Next Week, Later, or Overdue
By default, this page will sort by due date from latest to oldest dates. Click on any of the column headers to change the sorting order.
Deliverable - sort alphabetically based on the deliverable's name
Project - sort in order based on the project name
Phase - sort in order based on the phase abbreviations
Last Comment - the last comment that was made on the deliverable, this column cannot be sorted
Assignee - the team members assigned to the deliverable, this column cannot be sorted
Due Date - sort by deliverables' due dates
Email Notifications for Deliverables
To help you and your team stay on track with deliverables, we automatically opt-in any assignee (who has deliverables assigned to them) to receive different email notifications related to deliverables.
Deliverables assigned to you, due soon, overdue, and comments on your deliverables.
This email, which is sent daily at 7:45 am EST Monday through Friday, will display the following information:
A list of deliverables assigned to this user
A list of deliverables that had their due date updated
A list of deliverables due soon (i.e. within the next 7 days)
A list of deliverables that are overdue
Status changes for all deliverables
This email is sent when a deliverable is marked as complete on any project(s) that a user is following. It is sent at the time that the deliverable is marked as complete.
Comments on all deliverables
This email is sent when a comment is made on any project(s) that a user is following. It is sent at the time that the comment is left within the deliverable.
Opting Out of Daily Activity Summary Emails
To opt out of the daily email, go to the bottom left corner of the menu and click on the circle with your initials to access your profile settings. From there click on Notifications in the sub-menu and un-select any emails that you no longer wish to receive.