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Milestones and Tasks
Getting Started
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Client Experience
Ultimate Client Experience
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Dotloop
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Intake Workflow
Milestones and Tasks
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Welcome to Our Help Center!
Milestones and Tasks
Getting Started
Setting Up Your Profile
Templates
Client Experience
Ultimate Client Experience
Decision Pages
Branding
Permissions
Integrations
Dotloop
Working a Transaction
Intake Workflow
Milestones and Tasks
Email & Communication
GO!
Creating Your Team
GO!
Contacts
GO! FAQs & Upcoming New Features!
Billing
Milestones and Tasks
Enhance your templates with milestones and tasks.
What is a Milestone?
What is the difference between a Milestone and a Task?
How do I add a task?
How do I reorder the way my plan displays?
