Milestones: On this screen a hierarchical set of target milestones can be created which are relevant to this specific Instance. Milestones consist of some text and optionally a target date. Every milestone created here will be available to all entities containing a Milestone type property. For example, add a Milestone property to a Task, then when a new Task is created or an existing one edited, the target milestone can be selected from this list.

Data Import: Use the Data Importer to import data from an Excel Spreadsheet directly into Qualify, see specific section for more information.