LAST UPDATED
19/01/2026
Milestone Progress Management
Covers the tracking and management of key transaction milestones, providing a clear visual roadmap of the progress made on every case.
Dashboard
Lead Dashboard
Track Transaction Progress Visually - Milestone Management System
Previously, tracking progress required manual updates and offered little visibility. With this feature, transactions use a hierarchical milestone system. Milestones are organised in a tree structure, providing visual progress tracking and automatic status management.
Visual Progress Indicators
Clients see a simplified view of major milestones, while professionals see detailed task trees. Progress bars and status indicators (not_started, in_progress, completed) make it easy to see exactly where a transaction stands at a glance.
Automated Workflows
Completing milestones can trigger automatic actions, such as creating wallet rewards or moving the transaction status. Dependencies ensure that prerequisites are met before subsequent steps begin, enforcing a logical and compliant workflow.