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.

See Also

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Completion Percentage of Project, Milestones, & Task Lists

                                                                                                                Calculate your project, milestone, and task list completion percentage based on task and issue count or based on task percentage completion and issue count. Benefits Calculate project completion based on different parameters View completion in the ...
                                                                                                              • Portal Home

                                                                                                                The Home displays the most sought-after stats across your projects in the form of widgets. You can view a comprehensive list of the status of all the work across all the projects in your portal. Personal Click the Home tab in the left navigation ...
                                                                                                              • Project Events in Google Calendar

                                                                                                                You can now sync your Google calendar with Zoho Projects and track your project milestones, tasks and meetings. Click Calendar from the navigation panel. Click in the upper-right corner. Select Sync with Other Calendars. Click Generate iCal & Gcal ...
                                                                                                              • Task Operations

                                                                                                                How will I edit my task name? Click the Tasks in the left navigation panel and select the requisite task. In the task details page, place the cursor on the task name found at the top of the page to edit the task name. Can I customize my task columns? ...
                                                                                                              • View Events in Calendar

                                                                                                                Zoho Projects calendar displays on tasks, milestones, issues, and events for any time period. In addition, you can also delete the created project events. View Events To view all the project activities like the task, milestone, bugs, and events in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources