How to Set Up and Track Milestones

Overview

Milestones group tasks into stages (e.g. Design, Build, Launch) and show how far the project has progressed. They make a large project easier to plan and report on.

Steps

1. Open the Milestones tab and add milestones with due dates.
2. Assign tasks to each milestone.
3. Reorder milestones as priorities change.
4. Use the milestone kanban view to see progress across stages at a glance.

Tips

• For fixed-price work you can bill by milestone, so name them in a way that matches your payment schedule.