Milestone

The Data view CEO - OKR progress lists this table. Criteria describe success; Accountable identifies who answers for the outcome, while About identifies its subject. Tasks link this outcome to Metric Targets. Progress is an editable number, not a rollup. Diagnostics links Evaluation records; none of the three reviewed collection workflows calculates milestone progress.

Use and boundaries

Field names below are the current product labels. * and ° are UI markers, not database constraints. A preferred single-record selection is not a global cardinality constraint either. The related guide explains operational rules.

Related guide · All entities

Milestone in the current system

Fields

Field	Storage	Source, options or boundary
Name*	Text	Stored value.
Criteria*	Long text	Stored value.
Description*	Long text	Stored value.
Business Unit*	Linked records	Organization (mirror)
Start Date*	Date	Stored value.
Target Date*	Date	Stored value.
Achieved Date*	Date	Stored value.
Progress°	Number	Stored value.
Evaluation Policy°	Single select	task-completion-v1, kpi-average-v1, expected-pace-v1
Diagnostics	Linked records	Evaluation
Lifecycle Status*	Single select	Draft, Proposed, Active, On Hold, Completed, Cancelled, Archived
About (Person)°	Linked records	Person (mirror) · single selection preferred
About (Organization)°	Linked records	Organization (mirror)
About (Membership)°	Linked records	Membership (mirror)
Accountable*	Linked records	Membership (mirror)
Tasks	Linked records	Task
Intakes	Linked records	Intake
Created By	Created by	Generated by Airtable.
Accountable (Business Unit)	Lookup	Accountable* → Business Unit
Intake Step	Formula	Computed; see formulas below.
Intake Check	Formula	Computed; see formulas below.
Created	Created time	Generated by Airtable.
Proposal Check	Formula	Computed; see formulas below.
Tags	Linked records	op:tags · optional labels from the Core Tags catalog; classification only.

Current formulas

Internal references are rendered as readable field names. These expressions describe current configuration, including its limitations.

Intake Step

IF(OR({Lifecycle Status*} = "Draft", {Lifecycle Status*} = BLANK()),
  IF(OR({Name*} = BLANK(), {Criteria*} = BLANK(), {Description*} = BLANK()), "Create - 1",
  IF(OR({Business Unit*} = BLANK(), {Accountable*} = BLANK()), "Create - 2",
  IF(OR({Start Date*} = BLANK(), {Target Date*} = BLANK()), "Create - 3",
  "Create - 4"))),
IF({Lifecycle Status*} = "Proposed",
  IF(OR({Name*} = BLANK(), {Description*} = BLANK()), "Proposal - 1",
  IF(OR({Business Unit*} = BLANK(), {Target Date*} = BLANK()), "Proposal - 2",
  "Review - 1")),
""))

Intake Check

IF(IS_AFTER({Start Date*}, {Target Date*}), "⚠ Start after target. ", "") &
IF(IF({About (Person)°}, 1, 0) + IF({About (Organization)°}, 1, 0) + IF({About (Membership)°}, 1, 0) > 1, "⚠ More than one subject. ", "") &
IF({Business Unit*} & "" != {Accountable (Business Unit)} & "", "⚠ Accountable outside Business Unit. ", "") &
IF({Evaluation Policy°}, "", "⚠ No evaluation policy.")

Proposal Check

IF(OR({Name*}=BLANK(),{Description*}=BLANK(),{Business Unit*}=BLANK(),{Target Date*}=BLANK()),"⚠ Complete the proposal.","")

Example and maintenance

Illustrative example: “Improve response quality” has a quarter-end Target Date and explicit acceptance criteria. Its linked tasks carry measurable targets.

Use the existing fictitious records to inspect relationships in the guide. Before changing fields, check lookups, formulas, intakes and workflow contracts. This page documents structure; a field does not prove that an integration populates it.