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Checklist - Milestones

What to check before you send milestones to applicants.

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Ready for your Milestones to go live?

Ensure you've double checked the following:

  1. Check your organisation's Milestones settings under Settings > Profile and terms, including whether applicants and verifiers may use milestones themselves.
  2. Create the milestone templates you reuse: New Milestone Template + under Plan > Form templates > Milestones.
  3. On each milestone template, confirm How is the Milestone amount determined? before any milestone uses it, because it cannot change afterwards.
  4. Choose each template's Self-service options, and preview its deliverables form in the Form Builder.
  5. In a milestone batch, choose who reviews each milestone on the Specify Reviewers step.
  6. Review the emails sent about milestones under Communicate > Email templates, in Milestones.
  7. Select Send Batch only when the batch is right: sending makes its milestones visible, emails the applicants and cannot be undone.

Labels that name Milestone use your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.