How to create a milestone ?

How to create a milestone ?

Milestones

A project milestone is a task of zero duration that shows an important achievement in a project. The milestones should represent a clear sequence of events that incrementally build up until your project is complete.

Project milestones are a way of knowing how the project is advancing, especially if you’re not familiar with the tasks being executed. They have zero duration because they symbolize an achievement, or a point of time in a project. Since a milestone’s start and end date depends on a task’s start and end date, task association is a major feature of a milestone.

Creating a Project Milestone

To create a Project Milestone, perform the following steps:

  1. Click on ‘Project Hub’ menu in the sidebar. Under Project Hub, select ‘Timeline’ option.

  2. You will be redirected to Timeline page. Click on Milestones tab.

  3. Click ‘Create New Milestone’ button.

  4. Create Milestone drawer will be opened.

  5. Fill the form as recommended below:

    1. Milestone Name: Enter the milestone name. Milestone name should be short.

    2. Description: Enter the description about the Milestone.

    3. Milestone Status: Choose the milestone status – New, Active, Completed

    4. Parent Name: Choose the Parent Task name against which the new milestone to be linked up

    5. Planned Date: Choose the deadline for the milestone

    6. Billing Milestone: Choose whether the milestone is billing milestone or not. If chosen ‘yes’, the user need to enter Billing Amount, value in %, and Budget status.

  6. On clicking submit button, the new milestone will be created.


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