# Milestones

### Overview

A project milestone is a significant event, point in time, or achievement within a project that indicates progress, completion of a phase, or the attainment of a specific objective. Milestones are used to track and manage a project's overall progress, provide a sense of accomplishment, and help stakeholders understand key points in the project timeline.

<figure><img src="/files/nO0UvUVVMmO2wAqnrzVg" alt=""><figcaption></figcaption></figure>

***

### Create a Milestone

To create a milestone, click on **Task Tools** and select **Add New Milestone** from the dropdown menu. This will bring up the Create Milestone pop-up.

<img src="/files/bBfVUdjrjZoXfRlgF444" alt="" width="375">

Within this pop-up menu, you can name your milestone, assign the user who has **Primary Responsibility**, set the milestone start and end dates, as well as add notes.

{% hint style="warning" %}
By default, if you create the milestone, you are considered the user with Primary Responsibility.
{% endhint %}

***

### Edit a Milestone

<img src="/files/urXcWiZ6zR2IJmPxs4lT" alt="" width="563">

Milestones can be edited from within the project in which they are hosted or from the Tasks Module.

Click on the **Pencil** icon in the upper right hand corner of a milestone to bring up the Edit Milestone pop-up. Within this pop-up menu, you can update the information from the initial milestone creation stage, but also now edit the Milestone **Threshold Settings**.

<img src="/files/G8IRvpKAiE9jpUIyQSBz" alt="" width="375">

Setting threshold notifications for a milestone is crucial for effective project management. Thresholds  serve as a measurable target that aid in tracking progress, identifying potential risks of a project falling behind on it's deadlines, allocating resources efficiently, and facilitating transparent communication with clients and stakeholders.&#x20;

Milestone thresholds also act as decision points, allowing the team to assess and adapt the project plan as needed in the event of task delays. By providing a clear indicator of success, these thresholds contribute to quality assurance, motivate the team, and help maintain overall project momentum.

These settings allow you to set a visual indicator for milestones that are in danger of having too many tasks overdue as well as a more severe indicator that overdue tasks are falling too far behind for the project timeline.

<figure><img src="/files/IYcmgEZOzj4w0oAM344g" alt="" width="563"><figcaption></figcaption></figure>

***

## Add Multiple Milestones

Similar to adding multiple tasks at once, multiple milestones can also be added at once. In the **Tasks Module**, select **Add Multiple Milestones** from the **Task Tools Dropdown Menu**. Up to 100 milestones can be added this way at once.&#x20;

<figure><img src="/files/eVI58nQu38TRX7hQWOCz" alt="" width="375"><figcaption></figcaption></figure>

**Milestones&#x20;**<mark style="color:red;">**MUST**</mark>**&#x20;follow the format:**&#x20;

Milestone name (required), Team name(required), Responsible Email ID(optional), Due Date(MM/DD/YYYY)(optional), Start Date(MM/DD/YYYY)(optional)

**For example**,

Release 10, Custom Project, <user@company.com>, 05/18/2023, 05/11/2023

**Breaking the example down:**

Milestone Name: Release 10

Team name: Custom Project

Responsible Email ID: <user@company.com>

Due Date: 05/18/2023

Start Date: 05/11/2023

{% hint style="danger" %} <mark style="color:red;">Only</mark> <mark style="color:red;"></mark><mark style="color:red;">**1**</mark> <mark style="color:red;"></mark><mark style="color:red;">milestone can be entered per line.</mark>

<mark style="color:red;">Responsible users</mark> <mark style="color:red;"></mark><mark style="color:red;">**must**</mark> <mark style="color:red;"></mark><mark style="color:red;">be a member of the team in which the milestone is being created.</mark>
{% endhint %}


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