---
title: "Contract Checklists & Milestones"
slug: "contract-checklists-amp-milestones-1"
updated: 2026-09-22T21:18:09Z
published: 2026-09-23T13:07:59Z
canonical: "wiki.cobblestonesoftware.com/contract-checklists-amp-milestones-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Checklists & Milestones

### **Contract Checklists & Milestones**

**Contract Details: Checklists & Milestones**

Checklists and milestones for a contract are tracked as a subtable on the record. The **Subtables** tab lists a **Checklists / Milestones** entry alongside the contract's other **subtables**, with a live count of how many checklist or milestone items the record currently has, letting users confirm required steps or dates are being tracked without leaving the record.

- **Checklists / Milestones** appears as its own entry on the **Subtables** tab
- A row count next to the entry reflects how many items exist on the record

Contract Insight offers users a way to track milestones throughout the contract life cycle through checklists. They are best used for documenting contract status changes that occur.

Access the **Checklists & Milestones** dock on the **Contract Details** screen by navigating to the **Subtables** tab (on the default setup).

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1787774093257.png)

**Adding a Checklist** 1. Click **+** **Add** in the **Checklists/Milestones** dock.![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789574786537.png) 2. Enter all the required information to be recorded for the milestone.

**![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789574809889.png)**

**Note:** Items that are grayed out will be auto-filled by the system upon clicking **Save & Continue**.

3. Click **Save & Continue** to save the milestone and open the **Milestone/Checklist Details** screen.

**Viewing/Editing a Checklist or Milestone**

1. To view/edit the milestone/checklist, click the **Manage button** for the line item you would like to edit. The **Milestone/Checklist Details** screen displays.![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789574969679.png) 2. Click the Pencil icon next to the line item to edit to view the details and/or edit the milestone.![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789575014867.png) 3. An **Edit Field** screen displays on which the value can be changed. Click **Save Record** or cancel the changes by clicking the **X** in the top-right corner of the window.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789575033930.png)