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How to create a milestone task

Modified on Thu, 02 Mar 2023 at 03:45 PM

What is a milestone task?

A milestone task is a summary task used to track the progress of a set of lower level tasks. 

For example, you might have a milestone task of "All Accounts receivable tasks completed" which has two more detailed tasks such as "Manual invoices booked" and "Bad debt provision posted". 

The two detailed tasks would be set as predecessors to the milestone task and once the predecessors are completed the milestone task would then itself be automatically completed.

How to set a milestone task

There is a header in Aico Automation manager called “markAsCompleted.” This header has an extremely specific purpose in creating milestone tasks. When the task is running in Automation manager, Automation manager will automatically set the document to completed if it sees that this header is set to True. 

To set a milestone task, tick the “Milestone Task” header in the manual task template. 

This is then set to True or False in the task set-up in the Automation manager master data.

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