How to add and manage a milestone

Add a milestone

1. Navigate to the calendar section: Click on the “Add” button and select “Milestone“.

   

2. Fill milestone details:

   

   • Title: Enter a title for your milestone.

   • Description: Add any additional details or context for the milestone.

   • Assignees: Select the team members who are responsible for this milestone.

   • Due date: Choose the deadline or due date for achieving this milestone.

   • Timezone: Select the appropriate timezone for the milestone deadline.

   • Reminder: Set a reminder to notify assignees before the milestone due date.

   • Associate a tasklist: Choose the specific tasklist that this milestone will be associated with.

     • Note: A milestone is associated with a single task list; each task list can have only one milestone linked to it.

   • Mark as private: Check the “Mark as private” option if you need to restrict the visibility of the milestone to selected assignees only.

3. Save the milestone: Click on the “Add” button and save the milestone.

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Edit a milestone

1. Editing milestone: Right-click on the milestone you want to edit.

   

2. Select ‘Edit‘ from the context menu that appears.

   

   • In the edit window, modify the item’s details (e.g., title, description, due date, time, etc ).

   • Click ‘Update‘ to apply the changes.

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Delete a milestone

1. Deleting milestone: Right-click on the milestone you wish to delete.

   

   • Select ‘Delete‘ from the context menu.

   • Confirm the deletion by clicking ‘Yes‘ in the confirmation window.