Requirements and Milestones are available on the Pro Plan.
A shared view of volunteer progress
Knowing who’s completed orientation, whose certification needs renewing, or who’s reached a milestone shouldn’t involve searching through emails or asking around. Checklist keeps that information together on each volunteer’s profile, so the team can see what’s complete and what needs attention without guessing.
Requirements are for things volunteers need to complete or renew, and Milestones are for moments worth celebrating or tracking.
Once the lists are in place, you can set reminders, automate renewal and recognition emails, and use Directory filters to find the volunteers who need a follow-up or a thank-you. Everyone works from the same record, making it easier to share the work and keep things moving.
Use Requirements for completion and renewals
Requirements help you track things like an interview, orientation, training, or a background check. Many organizations use Requirements as an onboarding checklist, then keep using them as volunteers complete more training or take on new positions. An admin marks each item complete on the volunteer’s profile, or a connected Checkr background check can update it automatically.
Some requirements only need to be completed once. Others, such as a first aid certificate, need to stay up to date. You can record expiry dates, set dashboard reminders for the team, and add an automated renewal email with the steps a volunteer needs to take.
Use Milestones to recognize volunteers
Milestones help you celebrate things like a volunteer’s first 25 credited hours, a year with the organization, or a special contribution. Timecounts records most milestones automatically as volunteers meet the criteria. For contributions that numbers don’t capture, an admin can award a milestone personally.
Milestones don’t expire. Some are reached once, while others can be reached again, such as meeting a monthly hours goal. You can celebrate with an automated recognition email, a personal thank-you, a special reward, or an appreciation event.
Choose a requirement or a milestone
Use a requirement for things volunteers need to complete or keep up to date, like orientation. Use a milestone to recognize hours, anniversaries or special contributions, like helping a new volunteer settle in.
| Requirements | Milestones |
How it’s recorded | An admin marks it complete, or Checkr updates a connected background check. | Calculated automatically from volunteer records, or awarded manually by an admin. |
Expiry and renewal | Optional expiry dates and renewal rules. | No expiry. Repeatable milestones are recorded each time they’re reached. |
Team reminders | Dashboard reminders for upcoming or overdue renewals. | No renewal reminders. |
Optional actions | Send a renewal email or add a tag. | Send a recognition email or add a tag. |
Requirements and signup access: Recording a requirement, or letting it expire, does not automatically prevent a volunteer from signing up for a shift or event. Use Qualifications to manage who can sign up for restricted positions or events.
Set up the checklist for your organization
Go to Settings → Checklist to create the lists. Start with what the team already tracks, then build from there. The requirements list appears on every volunteer’s profile, but not every item needs to apply to everyone. The Milestones view shows the milestones each person has reached or been awarded.
For the full setup steps, see Tracking volunteer requirements and renewals or Recognizing volunteers with milestones.
The checklist is only visible to admins with permission to access it on the volunteer’s profile card. Volunteers can’t see it.