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Milestones

Learn how to manage and utilize milestones to mark specific points and deliverables for tracking project progress.

Updated over 5 months ago

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:

  1. Global Tasks Screen

  2. Project Tasks Screen

  3. 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".
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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.
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Milestone Properties

  • A milestone's main feature is its due date, but it can also have a start date.
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  • 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.

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.

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