Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Get a stronger understanding of what your team is working on with the Milestones Overview and Deliverables Overview pages. Here, you can view milestones and deliverables for active projects at a global level, helping you spend less time searching through your team’s work and more time delivering on your goals.
🚨 Admins and users with 'View All Projects' permissions can view all milestones and deliverables, while users who can only view assigned projects will only see the milestones and deliverables on 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 milestones across all projects, navigate to Projects > Milestones.
Filters and Sorting
Various filters and sorting can be applied to narrow down the milestones displayed on the Milestones Overview page. The changes made to one team member's view will not affect other team members' views.
Filters
Use the filters at the top of the page to narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.
Date range - filters to show all milestones that are within the date range
Project – filters to show all milestones in one specific project
Phase – filters to show all milestones for one specific phase
If no filters are applied, all projects' milestones will appear, by default, based on a user's project permissions. If any filters are applied, the view will differ depending on the selection.
To share the page with selected filters applied, click Filters and then Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.
To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.
Sorting
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 need more information about a milestone, click the milestone to go 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 lists all upcoming deliverables. Just like the Milestones Overview, this feature provides 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.
Filters and Sorting
Various filters and sorting can be applied to narrow down the milestones displayed on the Deliverables Overview page. The changes made to one team member's view will not affect other team members' views.
Filters
Use the filters at the top of the page to narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.
Project – filters to show all deliverables for one specific Project
Phase – filters to show all deliverables for one specific Phase across all Projects
Assignee – filters to show all deliverables associated with one specific team member across all Projects
Status - filters to show all deliverables based on their status (active or completed)
Due Date – filters to show all deliverables with a specific type of Due Date
Due Today, Tomorrow, This Week, Next Week, Later, or Overdue
If no filters are applied, all projects' milestones will appear, by default, based on a user's project permissions. If any filters are applied, the view will differ depending on the selection.
To share the page with selected filters applied, click Filters and then Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.
To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.
Sorting
By default, the Deliverables Overview page sorts by due date from the latest to the oldest. 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.