How do I add Milestones to my Next Steps?

With Next Steps, you can add ordered milestones with unordered tasks underneath each milestone. Milestones are available in search filters.

For tasks beneath milestones, you can mark them done in any order (including skipping ahead to other milestones or backwards). But, when you mark a milestone done, it automatically progresses to the next milestone.

When you attempt to mark a milestone off, if not all tasks have been completed it will ask if you want to mark them done (there is no requirement that all tasks be done in order for a milestone to be done):

If all tasks associated with a milestone are complete and the milestone itself is complete, the milestone collapses:

To go back to the last milestone, tap on it to uncheck it. However, if a milestone is complete and not all tasks are complete the milestone is expanded:

If you mark the last milestone of a stage done, and the next stage has milestones, it automatically advances to the next stage.

1.) Tap on the More Options menu (...) and then select Settings. 

Mobile: 

1. Tap on More in the lower right of your screen on mobile (iOS/Android).
2. Select Settings. 

On your computer: 

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Settings. 

2.) Tap on People and Companies to expand the section and then tap on the gear icon next to each Segment to add your custom steps.  

a. Tap on Mixed to set up Milestones

b. Then tap on the Add Step link to add your first step. 

4.) Enter the name of your step. Repeat steps 3b (Add Step) and 4 until you have added all your steps. 

5.) Tap on the cog wheel next to your Next Step to Edit. Tap on Milestone or Task to change the Next Step style. Tap on Save to save your changes.