Milestones can be used to track the progress of an engagement.

After you create milestones for an engagement, you can also add audit tasks to the milestone and track those tasks as milestones. You can assign the milestone to a user who is responsible for the milestone. When a person is assigned to a milestone, they receive a notification informing them of the assignment. The user who is assigned the milestone must have the sn_audit.user role. When an engagement moves to the Follow Up state, if there are no open audit tasks, open milestones, and open observations, then the engagement moves to the Closed state.

After you create a milestone from an engagement, you can manage your milestones by navigating to Audit > Milestones > My Milestones.