Milestone Tasks

Milestone tasks are tasks that do not require a response from a task recipient. The system recognizes milestone tasks as completed immediately upon assignment. The same date is assigned as both start and end date. Milestone tasks can be used to trigger subsequent tasks.

Publications may use milestone tasks for any number of reasons. Possible uses:

Transmit submission files for deposit.
Log key milestone dates of the production process in the Production Status Grid.
Send a notification to a selected person.
Trigger a publication-defined production status term. For details, see Define Custom Production Status Terms.
Trigger a specific set of multiple tasks in a single action. For details, see Trigger Tasks.

A letter may be configured to send at task assignment for a milestone task. No letter can be sent for task submission (as this occurs at the same time as task assignment). For milestone tasks that require a letter, it is recommended that a letter be created specifically for the milestone task. Some milestone tasks (e.g., task to log a milestone date in the Production Status Grid or to trigger multiple tasks) may not require a letter.

Milestone tasks can be used with both production task workflows and editorial task workflows (using Task Manager).

to configure:

Go to PolicyManager > ProduXion Manager > Configure Submission Workflows and Production Tasks.

Click the Edit link next to the applicable workflow. This opens the Configure Submission Workflow page.
Click the Edit link next to the task to be defined as a milestone task. This opens the Edit Submission Production Task page. (Or click Add New Task Type to create a new task.)
In the Scheduling and Due Date Options section, select the radio button for the setting, Task is a Milestone Task (no due date required).
In the Letter Options section, use the Non-Batch Assignment Letter drop-down menu to select the letter configured for the task OR check the box next to the setting, Allow Task Assignment without Sending Letter. For more information, see Configure Letters for Tasks.
Click Submit to return to the Configure Submission Workflow page.

Milestone tasks are marked with a ◆ in the workflow grid.

For details on task configuration, see Configure Submission Production Tasks or Editorial Tasks.