Practice Manager - Milestones option to view at the top.
Since the XPM update (April 2025) milestones in XPM are now at the bottom of jobs. They should be at the top of the job (as they were previously) so that they are one of the first things we see on a job. We use milestones to remind us of important filing dates so relegating this to the bottom of jobs requires too much scrolling and is very frustrating.
Alison Smyth
shared this idea
Hi everyone, digging into this idea a little further we'd like to confirm that the layout of the job details view was not changed as part of the developments.
We made updates to the look and feel of the job details page, however the order remains the same as the older experience.
It'd be good to get more understanding through feedback here of the change you're looking for here to help your experience managing your practice. Thanks
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Alison Smyth
commented
Hi Kelly, the milestones appearing at the top of the job was changed in April 2025 to put them at the bottom, so yes, maybe not part of any 'new' developments. Nearly 18 months on and this is still frustrating. The milestones should be at the top of the job as they are important and need to be something that is viewed first.
I also need to refer you to this idea that you closed yesterday 'XPM - Overdue tasks and milestones need to remain in the overdue list'. You said on 7 September 2026 'Hi Alison, this view still exists and can be found in the Important Dates tab of Job Manager'. This view is not comparable to what it used to be - it should be on the front page of XPM and should show the number of overdue items in total across all overdue task, milestones and jobs. My point still stands, which is - 'Please introduce a dedicated "Overdue" notification banner, counter badge, or customisable homepage widget that segments overdue tasks, milestones and jobs'. This should show the total number of overdue items. Thanks Alison