How to Create Project Milestones

• Navigate to the Projects section from the sidebar.

• Click “New Project” at the top-right.

  • Fill in essential details like Project Name, Customer, Billing type, Members, Start/End dates, Description, etc.

  • Make sure “Allow customer to view milestones” is enabled.

• After saving your project:

  • Go into the project details.

  • There should be a "Milestones" tab or section.

  • Click “Add Milestone”.

    • Input the milestone name, start date, due date, and optionally, description or color.

    • Save to create the milestone.

  • You can also drag-and-drop tasks into milestones for organization

NOTE: For more detailed information, please refer to the video linked below.
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