In this article you will learn:
1. What is a milestone
A milestone marks important interim targets in a project
Milestones visualize deadlines and provide information about what should already be completed by this date
A milestone can have dependencies with predecessor and/or successor tasks, changing a milestone therefore has an influence on the activities
Milestones do not have a start date and duration, but only an end date
2. Where and how to add a milestone
There are multiple ways to create a new milestone in your project:
1. List view
Use the white input line beneath the project header
Select milestone in the drop-down menu at the left end of the input line
To the right of the plus button you can give the milestone a title
Press enter to add the milestone to your list
2. Netplan & list view
Click on the connector to create a new task card (the different connectors allow you to create a task at the same level or below a predecessor or successor task) OR use the Add task button on top of the netplan
Click Add a task title to give the milestone a descriptive title
Open the three-dot menu of the task card and select Convert to Milestone
After you confirm the conversion by clicking Convert to Milestone in the pop-up window the task card is displayed in blue and the milestone is created
3. What information you need to add a milestone
Set a date (1)
Select whether the date should be fixed or flexible in the project plan (2)
Enter a description (3)
Add checklist items, e.g. to list results that are needed to achieve the milestone (4)
After successful achievement of the milestone, you can set the status to Done
Fixed and flexible dates for milestones:
You can set the milestone fixed by selecting Fixed date. The milestone will be planned exactly on this date. Possible delays of predecessors have no influence on the milestone date
You can set the milestone date flexibly by selecting Flexible date. The date is automatically calculated based on the dependencies of the predecessors and successors of the milestone
4. What happens next
Now you can add as many milestones as you need to structure and plan your project
The Timeline view of your project gives you an overview of your tasks and milestones