Work Overview - Milestones | Online Help | Zoho Projects


The Work Overview - Milestones view provides a consolidated list of all your milestones in various statuses across the portal.  By default, users will view all the active milestones in the portal. However, users can also select other views using a drop-down.

Setting a View as Default

  1. Navigate to Work Overview > Milestones on the left navigation panel.
  2. Click on the view selector drop-down.

  3. Hover over a view.
  4. Click on the icon to set a view as default.
    User will land on this view every time.

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. Chart View: View graphical representation of milestone data
    6. Copy Link: Copy the direct URL for the milestone
    7. Associate Blueprint: Associate a blueprint to this milestone
    8. 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.

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
  7. Fields (default and custom fields)
  8. Activity Stream
  9. Chart View
  10. Status Timeline: View all the stages the milestone has progressed through and the time spent on each stage.

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.


  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.

See Also

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