Creating & Setting Up Projects
Adding Milestones to a Project
Milestones mark the major checkpoints in a project, useful for tracking progress at a glance without digging into every individual task.
To add a milestone:
- Open the project you want to add a milestone to, and then click Edit project.
- Go to the Milestones section.
- Click Add Milestone.
- Give it a title (the checkpoint’s name, e.g., “Design Approved”) and a due date (when it should be hit).
- Save the milestone; it starts in “planned” status.
Good to know:
- Only Admins and Managers can mark a milestone as achieved; this flips the milestone to “completed” and records when.
- Your project’s overall start and end dates can stay in sync with its milestones; the earliest milestone due date becomes the project start, and the latest becomes the project end when you use this.
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