Milestones

Create Milestones in the Workspace to track progress towards important target dates.

You can also set Task due dates relative to Milestones. When moving a Milestone, those Tasks will move with the Milestone.

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Managing Milestones

To see Milestones in the Workspace, select the Workspace and open the Milestones tab. 

Milestones with due dates in the past are highlighted with dates in gray. Dates in the future are blue.

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Filter and sort Milestones to see only what's relevant. For example, see only achieved Milestones by selecting those that are Done. Select My Milestones to see only Milestones where you have Tasks.

Expand a Milestone card to see a Tasks status for associated assignees. Hover over the assignee to see user details.

Hover over the user to see more details, including the user's role and email address.

Open Milestone Details from the 3-dot menu to see a tasks and effort status, as well as burndown/burnup charts.

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Tip: Scroll to the end of the list of Milestones to see Tasks without Milestones.

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Milestone Views

Use the expanded mode to see the statuses of the Milestones. Click Show Tasks to view related Tasks.

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Once Tasks are in view, you can select the minimized or compact views. 

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Adding a Milestone

To add a Milestone:

  1. Open the Workspace in the Milestones tab. Click + Milestone.
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  2. Set a due date, and click Create Milestone.

Tip: You can also create a new Milestone from a Task's details if needed.

Setting Task Dates by Milestones

  1. Open a Task, and under Scheduling settings, enable Use Milestone date.
  2. Select the Milestone from the drop-down list and the number of days/weeks/months before a selected Milestone as the due date. The Task’s due will move if the Milestone date is changed.

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Milestone Details

Open the 3-dot menu and select Milestone Details.

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Milestone Charts

Status Chart

The Status chart shows the number of tasks and estimated/remaining effort by task status.

Burndown Chart

The Burndown chart shows, and how much work is left.  The number of To Do Tasks is shown by default, and you can add Doing and Blocked Tasks as well if selected. 

Display by lets you view by estimated or remaining effort instead of by number of Tasks.

Use the Burnup option to show the number of completed Tasks for every day of the Milestone.

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Discussions

Open the 3-dot menu and select Milestone Details.

Collaborate with colleagues in the Discussions panel. Use @ to mention a colleague.

You can also add comments to discussions by replying to email notifications. 

File Attachments

Open the 3-dot menu and select Milestone Details. Scroll down to Files.

To upload an attachment, click Choose a file or drag a file to the Milestone.

We support many file formats, including document formats such as doc and PDF, image formats such as jpg and png, and multimedia, such as mp4 and avi. You can upload files up to 250 MB each.

To quickly preview image, video, or PDF files, click + on one of the files. You can then navigate between files, download or delete files, and use tools like pagination and zoom on the files.  mceclip0.png

You can also rename, delete, and download files from the 3-dot menu options. 

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Deleting a Milestone

When you delete a Milestone, all related Tasks lose their due dates. You can enter new independent due dates or relative to a different Milestone.

To delete the Milestone:

  • In the Milestone, click on the trash can.
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    or
  • In All Workspacesclick on the trash can on the selected Milestone.

Note: You can only delete a Milestone if you are an admin in the Workspace.

 

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