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
Open your project
Go to the Milestones tab
Click + Add Milestone
Enter the details:
Name - What this milestone represents
Date - When it should be achieved
Description - Additional context
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
Open the milestone
Click Mark as Achieved
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
Associate tasks that must be completed for the milestone:
Open the milestone
Click Link Tasks
Select relevant tasks
Track progress toward the milestone
Link to Issues
If issues could impact a milestone:
Open the milestone
Click Link Issue
Select blocking issues
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