How to create Milestones Templates


Introduction to Milestones Templates

In AcceleratorApp, Milestones Templates helps you efficiently create, configure, and manage milestone plans for startups. This guide will walk you through the process of setting up milestone templates, adding milestones and sub-milestones, and using them for your startups projects.

 

Where to find Milestone Templates

To access Milestones Templates, navigate to Startups > Milestones Templates. Here, you can create new milestone templates, edit existing ones, and manage milestone-related data.

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Step-by-Step Actions

1. Creating a New Milestone Template

Go to Startups > Milestones Templates.

Click the blue button at the top right corner labeled Add New Plan.

You can either use an existing template or create a new one. To duplicate an existing template, click the three vertical dots next to the template and select Duplicate.

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2. Configuring Your Milestone Template

Once you’ve created a new template, configure it by adding the following details:

  • Milestone Name
  • Goal
  • Unit of Measure
  • Target Result
  • Summary

After filling in the details, click the Save button to finalize your template.

To delete a template, click the Delete Template option and confirm, or click the trash icon in the three vertical dots.

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3. Adding Milestones to the Template

After creating your template, click on the section where you want to add milestones. A blue button labeled Add Milestone will appear. Click it, and a menu will open, allowing you to input:

  • Milestone Name
  • Goal

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4. Adding Sub-Milestones (Tasks)

For each milestone, you can add sub-milestones or tasks.

Click on the orange + Add Sub Milestone button.

A menu will appear where you can fill in the details for each sub-milestone and save it.

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5. Using Milestone Templates

Once the Milestone Template is set up, you can assign them to your startups. They will be able to access these templates under Startup File > Milestones, where they can create a new plan and select the template to use.

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6. Exporting a Milestone Plan

You can export a Milestone Plan as a PDF directly from Startup File > Milestones.

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Additional Resources

  • Startup Profile
  • Startup Portfolio