---
title: "Contract Checklists & Milestones"
slug: "contract-checklists-amp-milestones"
updated: 2025-01-30T14:57:12Z
published: 2025-01-30T14:57:12Z
canonical: "wiki.cobblestonesoftware.com/contract-checklists-amp-milestones"
---

> ## 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**

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/Checklists%20Table%20on%20Subtables%20Tab.PNG)

**Adding a Checklist** 1. Click **Add Check-list Item** in the **Checklists/Milestones** dock on the **Contract Details** screen. 2. Enter all the required information to be recorded for the milestone.

**![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Milestone%20Checklist%20Item.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. 4. Click **Return to Contract Details** button on the side menu to return to the **Contract Details** screen. Click **Delete Record** on the side menu to delete the milestone/checklist.

**![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Checklist%20Item%20with%20Side%20Menu%20Exposed.PNG)**

**Viewing/Editing a Checklist or Milestone**

1. To view/edit the milestone/checklist, click the **Pencil icon** for the line item you would like to edit. The **Milestone/Checklist Details** screen displays. 2. Click the Pencil icon next to the line item to edit to view the details and/or edit the milestone. 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/Checklist%20Item%20with%20Edit%20Field.PNG)