Milestones mark specific points in time or important deliverables that help you track project progress effectively.
Managing Milestones
Creating Milestones
Milestones can be created from various locations where tasks are created:
Global Tasks Screen
Project Tasks Screen
Quick Add Button
Converting a Task to a Milestone
A task can be converted to a milestone and vice-versa. To do so, open the three-dot menu in the upper right corner of a task and select "Convert to milestone".
However, a subtask cannot be converted to a milestone, but a milestone can contain subtasks.
Tip: Hover right next to the task number to reveal the quick-convert option.
Milestone Properties
A milestone's main feature is its due date, but it can also have a start date.
Moreover, it follows the statuses from the workflow set on the project to which that milestone belongs.
Milestones cannot be set as private; they are always public.
You can always check a task's or milestone’s location by looking at its path (Beta). For example, the path appears above the name and shows Folder / Task List / Task Number, which is especially helpful when navigating across multiple folders.
The path can be collapsed to show only the task number and expanded again using the Expand path icon.
Milestones in Task Views
In task views, milestones will be represented with the rhombus status field.
To filter out milestones, use the Task Type filter.
