Projects >

Project Milestones


Project Milestones are used in Project Management to mark the important dates on your Projects' timelines. You can set Milestones for your Projects by adding a new "Date" type Data Field with a date value. Milestone feature is currently available with Projects only. There's no limit regarding how much Milestones you can add. 

Setting a Milestone for a Project

  1. Open the Project List View
  2. That will list all Projects that you currently have in the system.
  3. Click on "Data Fields" on top right 
  4. This will open the list of existing Project Data Fields

  5. Click on "ADD NEW"
  6. Choose "Date" type Data Field as it's the only one for creating visual Project Milestones

  7. Name the Milestone
  8. The name will be displayed in the Gantt chart area f.e "Start date".
    Make sure to toggle the "Show as milestone" switch to "ON" position.
  9. Select a color
  10. That's the colour the milestone will be displayed in the Gantt chart area.
  11. Click on "Save" upon completion
  12. You'll see added "Date" type milestone field in the Projects Data Fields list.

  13. Click on the back-arrow
  14. You'll be back in the List View

Adding a Value to a Specific Milestone

  1. Click on a title of a Project
  2. This will open the Project dialog.

  3. Click on the Data Field and select a date 
  4. Click "Save" upon completion.

    You can repeat the steps to add "End date" or other Milestones. If you group your resources by Projects you'll see all Projects. To compare different Projects' milestones simply collapse the Resource column to make all Projects' Milestones visible. 

Projects >

Project Milestones