Project Milestones

Milestones mark important checkpoints and deadlines in your project.

What is a Milestone?

A milestone is a significant point in your project timeline. Unlike tasks, milestones don't represent work to be done—they represent achievements or deadlines.

Examples of milestones:

• Project kickoff

• Phase completion

• Key deliverable due

• Client review meeting

• Go-live date

• Project closure

Creating Milestones

1

Open your project, go to the Milestones tab, and click "+ Add Milestone".

2

Enter the details:

• Name — What this milestone represents

• Date — When it should be achieved

• Description — Additional context

3

Click Create.

Milestone Properties

Property	Description
Name	Title of the milestone
Date	Target date for achievement
Description	What this milestone means
Status	Upcoming, Achieved, or Missed

Tracking Milestones

Milestone Status

Status	Meaning
Upcoming	Date is in the future
Achieved	Milestone was met on or before the date
Missed	Date passed without achievement

Marking as Achieved

1

Open the milestone.

2

Click Mark as Achieved.

3

The achievement date is recorded. You can also set a milestone back to Upcoming if needed.

Viewing Milestones

On the Project

• Milestones appear in the project overview

• They're shown on the project timeline

• Upcoming milestones are highlighted

Dashboard

• Your dashboard may show upcoming milestones across all projects

Linking Milestones

Link to Tasks

1

Open the milestone.

2

Click Link Tasks.

3

Select relevant tasks and track progress toward the milestone.

Link to Issues

1

Open the milestone.

2

Click Link Issue.

3

Select blocking issues and monitor issue resolution.

Milestone Notifications

You receive notifications when:

• A milestone is approaching (configurable days before)

• A milestone is marked as achieved

• A milestone date is missed

Best Practices

Setting Milestone Dates

• Choose dates that are genuinely significant

• Don't create too many milestones

• Account for dependencies and buffers

Naming Milestones

• Use clear, specific names

• Include what will be achieved

• Example: "UAT Sign-off Complete" not just "UAT"

Tracking Progress

• Regularly review upcoming milestones

• Update status as things change

• Communicate early if a milestone is at risk