Creating and Managing Milestones

See Definitions: Milestones, Tasks, Tickets to see what this is, who can create this item within a Project and if it can be seen on a Gantt chart.

Create a Milestone:

  • Open the Project you wish to create a Milestone in
  • Select the Milestone Tab
  • Select the New Milestone sub-tab
  • Complete all the necessary information
  • Select the "Add this Milestone" button on the lower left of the page

Milestone Actions: Edit, Share, Update Status, Complete Milestone, Notify others

  • Select the Milestone you wish to Edit, Share, etc.
  • Select the desired feature from Action box
  • Complete all the necessary information
  • Select the orange completion box if present


Edit: Change the Milestone details

Share: Share the Milestone with someone outside the project, or outside of Projecis. A url will be generated that can be emailed to the person who should have access to the Milestone information.

Update Status: Add information concerning the status of the Milestone

Notify Others: A person assigned a Milestone is automatically informed of the Milestone.  If you would like others on the team to be notified of this Milestone (but are not responsible for it) you can use this feature to have them notified of the Milestone via email.

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