Video Overview

https://www.loom.com/share/3dee22725cf24236a9bd001e0cd2a22c?sid=5eaa257a-1a00-4ffb-a32e-ef29869e9e33

Overview

Grouped milestones builds on the dynamic milestones feature and adds the capability to extend to further milestones. This improves the usability of the milestones list for both agents and clients by grouping milestones that are related to each other, breaking up long lists and making it easier to see what's been done.

We've allowed for two levels of grouping, so you'll have top level groups, like "Onboarding" and then you could have subgroups within that like "Client ID Check" that could contain other milestones.

This feature allows for more dynamic milestone features in future like milestones linked to individual clients on the conveyance (i.e a milestone for each Client's ID Check).