Milestones | Online Help | Zoho Projects

Milestones in a Project

Milestones are goal based targets in a project. Milestones are listed by their status (Active, Completed, and Archived).
To access the milestones module in Zoho BugTracker:
  1. Navigate to the left navigation panel and click on Milestones in the Overview drop-down.
  2. Click the Group By drop-down and select Project to organize milestones under their respective projects. 
To access the milestones within a project:
  1. Click Project in the left navigation panel.
  2. Hover over the project and click Access Project.
  3. Click Milestones in the top navigation band.

Benefits

  1. Milestones are indicators of a project's progress.
  2. Measure project efficiency through milestone completion.

Predefined Views

View milestones based on preset views.
  1. All Milestones: lists all the milestones in the project
  2. Active Milestones: lists all the active milestones including overdue and currently due (yet to be completed)
  3. Completed Milestones: lists all the milestones that are completed
  4. Overdue & Open: lists all the milestones that are past their due date and yet to be completed
  5. Due this week: lists all the milestones that are due in the current week
  6. Due this month: lists all the milestones that are due in the current month

My Views

View milestones related to you.
  1. My Active Milestones: active milestones owned by you
  2. My Completed Milestones: completed milestones owned by you
  3. Created By Me: milestones created by you
  4. Milestones I Follow: milestones that you follow

Milestone Flag

Milestones can be marked as Internal and External.
  1. Internal: Only portal users can access the milestone and its associated entities.
  2. External: Portal and Client users can access the milestone and its associated entities.

Milestone Details 

  1. Navigate to the left navigation panel and click Projects.
  2. Hover over the project and click Access Project.
  3. Click the Milestones tab in the top navigation band.
  4. Hover over a milestone and click Open Details to view the Milestone Details page.

Clicking on a milestone will open the details. Users can view the following information:
  1. Bugs: View, access, and submit issues for the milestone.
  2. Invoices (requires Zoho Invoice integration): Track all milestone invoices.
  3. Release Notes: View milestone release notes.
  4. Comments: View and add comments to the milestone.
  5. Fields (default and custom fields): Access all the milestone information.
  6. Activity Stream: View all activities in the milestone.
  7. Chart View: Bug Status, Bug Count by Assignee, and Timesheet Summary Reports.

 Manage Milestone

  1. Hover over an active milestone.
  2. Click  or right-click to make changes to the milestone.
    Edit
     and update its attributes;
    Delete
    if you no longer need it;
    Move the milestone to another project;
    Follow the milestone and receive updates;
    Create Milestone Above the selected milestone;
    Create Milestone Below the selected milestone;
    Chart View to view the Bug and Timesheet Reports;
The Flag can be set while creating a milestone or can be modified by editing a milestone.

Release Notes

Release Notes has the list of the completed bugs in the milestone.
  1. Click Project in the left navigation panel.
  2. Hover over the project and click Access Project.
  3. Click Milestones in the top navigation band.
  4. Hover over a milestone and click Open Details.
  5. Click on the Release Notes tab.
  • Skip Weekends and Holiday Settings are used to calculate the number of days:
    • left to complete a milestone
    • that have passed the milestone due date
    • That are ahead or behind schedule of a completed milestone (shown in Completed Milestones)
  • Click    in the upper-right corner to filter the milestones based on the Owner or Type.


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