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Milestones

Table 39. Availability - Legacy plans


Overview

All users (except for collaborators) on all account types can create milestones.

Milestones are tasks that are scheduled for one day and have no duration. Milestones are used as reference points to mark a major event or a branching decision point in a project.

Create a milestone

You can convert any existing task into a milestone:

  1. Open a Task 1 you want to convert to a milestone in Item view or create a new task.

  2. Click the three-dot menu 2 button in the top-right corner of the task's item view.

  3. Select Convert to milestone 3.

Three_dot_menu.png

Note

If the converted task has no specified start/end dates, the task is converted into a milestone with the current date as a due date. If the end date was specified it becomes the due date for the milestone.

Another way to convert a task into a milestone from Item view:

  1. Open a Task 1 you want to convert to a milestone or create a new task.

  2. Click the Date 2 section of the task (if the task is currently scheduled for any dates).

  3. Delete the date in the Start date 3 field.

  4. Choose the target date for the milestone in the Due date 4 field.

  5. Click Save 5 .

Date_Section.png

Create milestones on Gantt Chart

Milestone tasks are displayed as a diamond symbol on Gantt Chart. To create a milestone:

From Table portion:

  1. Navigate to a folder, project, or space where you want to create a milestone.

  2. Switch to Gantt Chart 1 .

  3. If you want to create a new task and convert it as a milestone, do the following steps:

    • Scroll down to the bottom of the table portion.

    • Click + Item 2 to create a new task and enter a name for this particular task.

    • Press Enter on your keyboard or click anywhere outside the field.

    • A new task has been created.

    Gantt_chart.png
  4. Right-click the row of the newly created or an existing task that you want to convert into a milestone.

  5. Select Convert to milestone.

  6. Alternatively, you can add the due date for the task without the start date.

    Milestone_1.gif

The milestone is created and you can add any additional information to it.

From the Timeline portion:

  1. Click the task you want to create as a milestone within the timeline portion.

  2. Click the three-dot menu.

  3. Select Convert to milestone from the dropdown that appears.

Tmeline.gif

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