You will be prompted to set up your milestones when you create a new account, but you can always go back and edit them later! 

Go to Organizer Dashboard >> Settings >> Milestones

Click the "+ Add a new milestone" button to reach the milestone builder form.

Tiered Milestones

If you have progressive milestones for volunteers, click the +New goal on the milestone builder to add additional tiers.  Example: Bronze Level is 15 hours, Silver Level is 30 hours, Gold Level is 45 hours

After submitting, the Milestone Group Name will default to the name applied across all tiers in the milestone (ex. Gold, Silver, Bronze), but you can customize what the group is called if needed.

After saving, click the edit icon to to access the milestone again. The Milestone Group Name field will appear at the top where you can customize the name and click Save.

Non-hourly milestones

Available on Premium and Advanced plans

Track it Forward is primarily designed for tracking volunteer hours which is the default metric for tracking milestones. However non-hourly milestones let you account for information other than hours, such as points or credits

Prior to setting up a non-hourly milestone, you must add a new field to your Hour Log and designate it as a Numeric Text Field. 

Under What do you want to track? you can choose your custom numeric text field to track instead of the standard hours.

Add conditions

Available on Premium and Advanced plans

If your requirement is activity specific, choose No for Do all activities count towards this milestone? You'll be able to choose from your list of hour log activities.

If your requirement is volunteer specific, choose No for Does this milestone apply to all volunteers? You'll be able to choose volunteer groups based on the custom drop down profile fields you have added to your Volunteer Profile.

Please note: You will only be able to select options that are currently listed in your hour log and volunteer profile. You may need to make revisions to those before completing your milestones. You can always save your milestone as is, make edits to your hour log or profile field, and come apply those new options to your milestone.

 Learn more about conditional milestones here. 

Set your time period

When your milestones are complete, continue to the bottom of the page and select the time period for your milestones. Milestones typically automatically reset after each specified time period. 

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.

If you want to create a milestone that does not reset or is a one off requirement, use the Fixed Time Period option to indicate a specific start and end date of your milestone.

Do you have any feedback on the current milestone system? Check out our Suggestion Forum to vote and comment on new ideas!