You can control the visibility of any milestone in a space based on workflow triggers—such as a task being completed, a form submission, or another milestone being reached.
This allows you to progressively reveal content, guide customers step-by-step, or hide information once certain steps are done.
This article explains the three-step setup:
Create a space property
Use it to control milestone visibility
Update the property via a workflow when a trigger occurs
1. Create a Space Property
To control visibility, you first need a space property that acts as the switch.
How to set it up:
Open Space Properties from the dashboard.
Create a new property (e.g., Show Milestone)
Choose Dropdown as the type.
Add two options, for example: Yes and No.
Make it required so every space has a value.
This property will later be updated automatically by your workflow.
2. Configure Block Visibility in Your Template
Next, decide which block should appear or disappear based on the property value.
Steps:
Open your template.
In the left-hand sidebar, search for the milestone you want to control, click the grey three-dot menu and select "Set Item automation".
Add a rule such as:
Show this Milestone only when Show Milestone = Yes
Tip: Milestones controlled by automation are hidden by default unless the rule conditions are met.
3. Create a Workflow to Update the Property
The final step is connecting the property to an event (task completed, form submitted, milestone completed, etc.).
How to set it up:
In the same template, navigate to Settings (via the left-hand sidebar)
Go to the Workflows tab
Click "Add New Workflow" in the top-right corner and create a Workflow from Scratch
Add a Trigger, for example:
Task completed
Form submitted
Milestone completed
Choose the specific task/form/milestone that should trigger the change.
Add an Action → "Set property".
Select your space property (e.g., Show Milestone) and update it to the desired value, in this example "No".
Optional: Add a notification so viewers are informed automatically.
💡 Important: For the Milestone to be visible at first, you must select "Show Milestone = Yes" during space creation (in this example).
Example Scenario
You want to show a “Next Steps” Milestone only until a specific onboarding task is completed.
The Milestone is visible when Show Milestone = Yes.
A workflow updates the property to No when the task is marked done.
As soon as the workflow runs, the Milestone disappears automatically.