Milestones | Online Help | Zoho Projects

Milestones

The Milestones view provides a consolidated list of all your milestones in various statuses and allows you to access the associated task lists, tasks, and issues. Milestones view can be accessed from the Work Overview section in the left navigation panel. This view shows milestones that are assigned to you by default. However, the filter can be used to view milestones matching any criteria selected by you.

Benefits:

  1. Set major goals using milestones
  2. Set hierarchy of work items in a project
  3. Track progress of milestones
  4. Move milestones from one project to another

Add Milestone

  1. Click on Milestones under the Work Overview section in the left navigation panel.
  2. Click Add Milestone.
  3. Select a Project.
  4. Give a name for your Milestone.
  5. Set the Start Date and End Date.
  6. Select Milestone Owner.
  7. Set the milestone Flag. If the flag is Internal, the milestone will not be accessible to the client users. If it is External, it can be accessed by the client users.
  8. Fill the custom fields if any.
  9. Click Add.

Other Actions 

  1. Hover over a milestone.
  2. Click to view more options.
  3. The following actions can be performed.
    1. Edit: Modify the milestone details
    2. Delete: Delete the milestone
    3. Move: Move milestone to another project
    4. Follow: Follow the milestone and receive updates
    5. Associate Blueprint: Associate a blueprint to this milestone
    6. Dissociate Blueprint: Remove blueprint for this milestone

Move Milestone Across Projects

  1. Click on Milestones under the Work Overview section in the left navigation panel.  
  2. Hover over a milestone.
  3. Click to view more options.
  4. Click Move.
  5. Select a different project to move the milestone.
  6. Click Move.
When you move a milestone, all its task list dependencies will be lost.

Customize Columns

The columns displayed in the milestone list view can be customized.
  1. Click on the customize column icon ().
  2. Toggle the relevant columns.
  3. Click Save.

Milestone Details

Clicking on a milestone will open the details. Users can view the following information:
  1. Task lists
  2. Budget (sum of task list budget)
  3. Issues
  4. Invoices (requires Zoho Invoice integration)
  5. Release Notes
  6. Comments
  7. Fields (default and custom fields)
  8. Activity Stream
  9. Chart View

Add Task List

  1. Click a milestone to view its details.
  2. Click Add Task List under the Task Lists tab.
  3. Give a Task List Name. Here, you can create a new task list or associate an existing task list or choose from the list of templates.
  4. Click Add.

Move Task List

  1. Click a milestone to view its details. Click on the Task Lists tab.
  2. Select a task list to enable the Delete and Move options. You can move or delete a single task list or multiple task lists.
  3. Select a Project and Choose a Milestone to move into.
  4. Click Move.

Submit Issue

  1. Click a milestone to view its details. Click on the Issues tab. 
  2. Click Submit Issue.
  3. Enter the details and click Add.

Tasks

  1. Click on Milestones under the Work Overview section in the left navigation panel. 
  2. Click a milestone to view its task lists.
  3. Click the task list to view its tasks respectively.
  4. Click Add Task.
  5. Enter the details and then click Add.

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