Milestones - Feature Overview

What Milestones Do

Instead of just tracking task completion, milestones track value progression. Each milestone represents a critical stage in your customer's journey (Kickoff, Setup, Integration, First Value, Adoption). By marking key tasks as milestones, you create a timeline of progress that shows:

How fast customers move through each stage
Which stages take the longest
Where customers typically get stuck
Which accounts are at risk

Who Can Use Milestones

Admins: Create and configure milestones for your workspace
Team members: Mark tasks as milestones and track completion
Leadership & CSMs: View milestone progress on the dashboard, identify risk, and make data-driven decisions

You'll need access to either Settings or the Dashboard (or both) to use milestones, depending on your role.

Get Started

Setting Up Milestones — Learn how to create and configure milestones for your workspace
Using Milestones in Projects — Mark tasks as milestones and track progress
Viewing and Using Dashboard Milestones — Analyze milestone data and make decisions

Key Concepts

Milestone: A critical stage in your customer journey (e.g., "First Value Achieved"). You define what your stages are.

Flagging a Task: Marking a task as a milestone tells Onboard that completing this task represents hitting a milestone.

Value Rating: An optional percentage (0–100%) that represents how much value a customer has received by the time they hit a milestone. For example, "First Value" might be 40% of total value.

Dashboard › Milestones: The analytics hub where you see milestone progress across all projects, time-to-value metrics, and drop-off analysis.

Common Questions

Do I have to use all the default milestones?
No. You can delete any default milestones you don't need and create custom ones that match your workflow.

What if I flag multiple tasks with the same milestone?
The milestone is "hit" when the first task is completed. Additional completions don't re-trigger the milestone.

Can I change a milestone after a task is already marked with it?
Yes. You can edit the task's milestone assignment at any time. Dashboard metrics update to reflect the change.

Does completing a task automatically mark the milestone as hit?
Yes. When you mark a task as complete, any milestone it's flagged with is immediately hit, and the completion date is recorded.

Learn More

For technical details and feature limitations, see the Product Definition
Questions? Contact your Onboard success team

Milestones - Feature Overview

Track your onboarding progress through the critical stages of the customer journey, from kickoff to adoption. Milestones help you see exactly where customers are in their onboarding timeline, identify when they get stuck, and predict who's at risk of churning.