Overview
The Send Message upon Milestone Completion feature can be used to keep your customer(s) and project team members on the same page as milestones are completed within your projects. A toggle setting within the Milestone Edit screen allows you to define an email message (from the Project Manager) that is sent to the project team upon the completion of a milestone.
User Access
Admin and Manager users can enable and edit the Milestone Completion message at the Template and Project levels.
GUIDE users can enable and edit the message at the Project Level.
How enable and edit the Milestone Completion Message
Step 1: Edit Milestone within your template or project by clicking on the 3 dots within the chevron milestone arrow.
Step 2: Flip toggle setting "on" for "Send Message Upon Milestone Completion" and write desired message
Step 3: Emails will send automatically when all tasks within a milestone are completed.
Pro Tip: Use this feature to congratulate team members for completing a milestone and prepare them for what's to come in the project. This a great way to keep individuals "in the know" that aren't assigned tasks but still want updates through out the project experience (i.e. Contract Signers, Owners, Stakeholders).
Best Practices
Who do you send them to? All customer and internal team members (this helps them keep a pulse on project progress).
When do you send them? Ideally, you send these out at the end of each MAJOR milestone. Think of it like encouraging them along a difficult hike. After you complete major milestones (halfway, data migration, integrations, etc) it’s good to congratulate them.
What do you say in them? The emails should contain words of encouragement and praise. This is a basic way to help them stay motivated and find joy in the journey! The best milestone completion messages I’ve seen also set the stage for what’s to come!
Here’s an example milestone completion message:
“Great work on completing your data migration! 🥳 We’re excited to be able to have all that connected now. That’s definitely the hardest part of getting set up, but we got it done (couldn’t have done it without your help). To ensure we are still good to go live at the end of this month, the next step is to get your team trained! Stay tuned for an email with my scheduling link!”
FAQs
How often does the Milestone Completion email get sent?
How often does the Milestone Completion email get sent?
The Milestone Completion email is sent once upon the first completion of the Milestone.
Can I resend the Milestone Completion message?
Can I resend the Milestone Completion message?
The Milestone Completion email can only be sent once.
Who receives the Milestone Completion message?
Who receives the Milestone Completion message?
The Milestone Completion Message is sent to the Project Team.
How long does it take to receive the Milestone Completion message?
How long does it take to receive the Milestone Completion message?
The Milestone Completion Message is sent within 10 min upon Milestone Completion.
Can users choose if they receive the Milestone Completion message?
Can users choose if they receive the Milestone Completion message?
Yes, users can manage their Milestone Completion notification settings in Profile Settings > Notifications.
