There are many ways to set up milestones. For more options, see the full list here. This article reviews milestones by type of volunteer, how it'll look on a report, common examples, and how to configure it.
This configuration is when an organization has volunteers with all different kinds of requirements. So instead of grouping all of your volunteers to hit the same milestone, we've seen configurations for the following different types of scenarios:
Go to your Organizer Dashboard
Click on the Settings tab, then click on Volunteers
Click on Add profile field to add a field that you would like to group your volunteers by. Insert a title that your volunteers will be familiar with and make sure that the field type is a Drop Down field. Then list all the options, underneath the drop-down box.
For additional field options, click on the "+" sign next to the title.
Next, under the Settings tab, click on Milestones
You can also set up a custom time frame. For example: if you want to set up hours for a school year that runs from September to June, you would select Every 1 Year starting on 9/1/2018.
Milestones automatically reset after each specified timeframe, until changes are applied or turned off.
You can do this individually per volunteer or in bulk.
Go to the Volunteers tab, and in the List of Volunteers section, make sure each volunteer has an assigned category.
To assign a category per individual, click on the Volunteer Name >> Profile Field Tab >> Set Category >> Save
To assign a category in bulk for volunteers, select your volunteers >> in actions drop down, select Set Profile Field >> Run
Select the field you'd like to set and select the drop down option to set, then click on Next and confirm.