Milestones are significant events or specific points in time within a project's lifecycle. They can be created for both projects and project phases and are great for tracking important dates or updates.
Milestones visibility
Milestones are displayed as colored dots at the top of the Schedule and Project plan. You can hover over them to reveal more information - the milestone name and the project they belong to.
They are also visible on the Project report underneath the timeline, along with public holidays.
Milestones are visible to anyone on the team. Members with the Can view: Themself permission can only view milestones of the projects that they are assigned to.
Adding, editing, and removing milestones
The ability to add, edit, and remove milestones depends on the access rights and the project editing permissions. Milestones can be managed by the Account Owner, Admins, and Managers with with ‘manage projects’ permission.
To add a milestone, click the date on the Schedule or the Project plan, and select the project (and project phase if applicable). Milestones can be set for a single day or a specific timeframe.
Once the milestone is created, you can edit or delete it by simply clicking it.
The project milestones can also be viewed, edited, and removed from the Milestones tab of each project.
Similarly, you can view, edit, and remove the project phase milestones in the Milestones section of each phase.
