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Contents

  • Intro to TrackWithEase
    • What is TrackWithEase
  • Account creation / login
    • How to sign up and pay (for new users)
    • How to create a business account (for existing users)
    • How to add/remove team members
    • Resetting your login password
  • Basic setup
    • Setup email integration
  • How to Get Help
    • Help options inside the application
  • The Main Dashboard
    • Dashboard intro & orientation
    • Folder organization
    • Searching for transactions
    • Searching for contacts
    • How to archive a Track for deep storage
    • How to un-archive a Track
  • Creating a Track
    • Create a track (basic)
    • Create a track (advanced)
  • Documents
    • Upload a document (basic)
    • Upload/Synch a doc via email
    • Downloading documents
    • Sharing documents
    • Adding tasks to documents
  • Track Profile
    • Intro to the Track Profile
    • Where to find the Track Profile
    • How to add new details to the Track Profile
    • Property & Contract details
    • Adding / Inviting people
    • Controlling privacy / view access to Track Profile
    • Creating custom roles for People
    • Creating custom fields
    • How to Track your closing fees due
    • How to track your Referral sources
  • E-signature
    • How to setup an e-signature
    • View signed documents & signature verification
  • Contacts
    • 3 ways to see all the contacts on a transaction
    • How to view the contacts on a deal while emailing
    • How to search for transactions associated with a contact
    • Where to see all the contacts on a transaction
  • Milestones
    • Milestones
      1. Intro to Milestones & how they help you
    • Creating / editing Milestone templates
    • Using a pre-made Milestone template
    • How to send someone a Milestone Update
    • How to send someone a calendar invite for Milestones
    • Setting up reminders for Milestones
    • Managing privacy for Milestones
    • How to view the contacts on a deal while emailing
    • How to search for transactions by contact
  • Tasks
    • Intro to Tasks (versus Milestones)
    • Assigning Tasks / Giving visibility
    • Adding a Task 101
    • Adding a Task 202-
    • Loading a Task Template
    • Setting up Task Templates
    • Viewing all your tasks coming up
  • Email Integration
    • Intro to the Email integration
    • Connecting your email account
    • Managing your signature
    • Assigning emails to Tracks
    • Creating brand new Tracks right from your inbox
    • Composing emails with PowerCompose
    • Using email templates to auto-compose emails
    • Creating email templates
    • Checking off tasks & milestones while emailing
    • Filtering your inbox by transactions
    • Clearing filters in your inbox
  • Notes
    • Intro to Notes
    • Creating a new note
    • Share & email notes
    • Email a copy of a Note to someone
  • Forms
    • Intro to Form Automation
    • Uploading a new Word document
    • Creating an auto-fill template
    • Auto-generate a form using a template
    • Send a newly created form for e-signature
    • Create a form (non auto-filling) from a word doc
    • Publishing forms to a Track
    • Creating multiple versions of a template
  • Audit trail
    • Audit trail
  • Calendar
    • Calendar
  • Account & Company settings
    • Basic settings (do these first)
    • Advanced settings
    • Setting automatic backup to Google Drive
    • Synching contacts
    • Company API Key
  • Reporting Bugs / Tech support
    • Reporting Bugs / Tech support

Milestones

Intro to Milestones & how they help you

Updated on April 7, 2022
Tagged: Help LibrarymilestonesTrackWithEase

Related Articles

  • How to track your Referral sources
  • How to Track your closing fees due
  • How to un-archive a Track
  • How to archive a Track for deep storage
  • Searching for contacts
  • Searching for transactions
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