How to add and reschedule milestones

A milestone is a single dated checkpoint inside a project, such as "samples approved", "factory confirmed" or "goes live". It marks a moment rather than holding work, which is what separates it from a task. You add milestones on a project's Overview and move them on Work › Roadmap.

Milestones belong to a project, so start at How to start a project if you have not made one yet, and read What are projects and campaigns? for how projects fit together.

Before you start

Adding, moving, renaming and deleting milestones needs Create, edit and delete milestones in the project's own department. Department leads and admins have it by default.

Everyone who can see the project can see its milestones.

How do you add one?

1. Open the project from Work › Departments, then the department, then the project. It opens on its Overview.
2. On the Milestones card, press +.
3. In the New milestone dialog, type a Milestone name, add a description if you want one, and pick a Date.
4. Press Create milestone.

The card lists milestones in date order, each with a flag and its date. Undated ones come last and read No date.

A milestone with no date is fine. It records that a checkpoint exists before anybody has committed to when, and the roadmap lists those separately so they do not get forgotten.

Where do milestones appear?

Three places, which is the reason to use them rather than a task with a due date:

• On the project's Overview, in the Milestones card.
• On the roadmap, as a grey diamond on the project's row at its date. See How to use the roadmap.
• On the calendars, as a violet flag on its date: the project's Calendar tab, its department's calendar and the company calendar at Work › Calendar. See How to work a list, a board and a calendar.

A milestone shows to everyone who can see the project, without being assigned to anybody or appearing in anybody's task list.

How do you move one to a new date?

On Work › Roadmap, drag the diamond to the new date. It snaps to whole days and saves when you drop it.

To pick the date from a calendar instead, click the diamond. The Milestone panel opens on the right with its Name, Date and Project.

Change the date, or the name, and press Save. The project name in the panel links straight to the project.

How do you delete one?

Two ways, both of which ask you to confirm first:

• On the project's Overview, hover over the milestone on the Milestones card and press the bin icon. It turns into Confirm; press it again.
• On the roadmap, click the diamond, press Delete in the Milestone panel, then press Confirm delete.

What do the diamond colours mean?

A grey outline is a milestone still ahead. A solid grey diamond means its project is Done. A rose outline means it is at risk: its date has passed while the project is still open.

You do not set any of these. Finish the project or move the date and the diamond changes by itself, which is the point of showing it on a timeline.

Milestones have no tick of their own. Whether one is done follows from the project's Status, so a project never gives two different answers to "is this finished".

How do you find milestones with no date?

On Work › Roadmap, below the chart, in the No date set list. Each entry shows the milestone and its project.

Click one to open the Milestone panel, pick a Date and press Save, and it moves onto the timeline. This list is worth a look before a planning meeting, because an undated milestone is usually a decision nobody has made yet.

When is a task the better fit?

When somebody has to do something. A milestone marks that a thing has happened, and work that needs an owner, subtasks or comments belongs in a task.

The usual pattern is both. Fairgreen's Autumn drop sampling project has a milestone for "samples approved" as the visible checkpoint, and the tasks that get there sit underneath it in the same project.