Milestones in a Mutual Action Plan (MAP) have their own progress state and their own deadline, tracked independently of the tasks underneath them. You can set a milestone to Not started, In progress, or Completed, and give it a deadline in the past or the future. This article is for sales teams and deal coordinators who use MAPs to track multi-stakeholder deals and want their action plan to match how the deal is actually moving.
Milestone progress states and deadlines
Milestones support two things that work together to show where each part of the deal stands: progress states and deadlines.
Progress states: Set any milestone as Not started, In progress, or Completed, regardless of how many tasks underneath it are finished.
Milestone deadlines: Add or edit deadlines on milestones using past or future dates, so your documentation reflects real-world timelines.
How milestone progress works
Room owners and collaborators can change a milestone's status at any time. The status of individual tasks and the status of the milestone are independent, which means you can mark a milestone as achieved even if a few final tasks are still underway.
To keep things convenient, milestone statuses also update automatically based on task activity:
A milestone moves to In progress when one or more of its tasks are started or completed.
A milestone moves to Completed when all of its tasks are completed.
Changing a milestone's status manually does not affect the status of its individual tasks.
Pro-tip: Use manual status changes to reflect strategic progress (for example, marking a milestone as Completed when the broader goal is achieved), and let automatic updates handle day-to-day task activity.
Setting milestone deadlines
Open the milestone in your Mutual Action Plan and add or edit its deadline. You can choose dates in the future to plan ahead, or set past dates to keep historical records accurate. This is especially helpful when you need to log when a milestone was actually achieved, rather than when it was marked complete in the system.
Where this works
Milestone progress states and deadlines work for Deal Rooms managed directly in GetAccept as well as for rooms managed through CRM integrations. Milestone statuses and deadlines sync to your connected CRM so your team stays aligned no matter where they work.