Milestones
Milestones are key checkpoints within a project. They represent significant goals or deadlines — a campaign launch, a sprint completion, a client approval gate — and give you a clear way to measure progress toward those goals.
How milestones work
A milestone tracks progress as a percentage of linked tasks completed. As you complete tasks associated with a milestone, its progress bar fills up automatically. When all linked tasks are done, the milestone is 100% complete.
This makes milestones a lightweight way to answer "how close are we to finishing this phase?" without manually calculating completion.
Creating a milestone
- Open a project and navigate to its Overview tab or Milestones section.
- Click + New Milestone.
- Give it a name (e.g., "Content Draft Complete" or "Sprint 3 Delivery").
- Optionally set a target date to indicate when the milestone should be reached.
Linking tasks to a milestone
Once a milestone exists, you can associate tasks with it:
- From the task detail panel, select the milestone field and choose the appropriate milestone
- When creating a new task, assign it to a milestone during setup
- Bulk-select tasks in List View and assign them to a milestone in one action
A task can be linked to one milestone at a time. When that task is marked as Completed, it contributes to the milestone's progress percentage.
Viewing milestone progress
Milestone progress is visible in several places:
| Location | What you see |
|---|---|
| Project Overview | All milestones for the project with progress bars and target dates |
| Milestone detail | Full list of linked tasks, completion percentage, and remaining work |
| Department Overview | Rolled-up milestone progress across all projects in the department |
Tips
- Create milestones for natural breakpoints in your work — phase completions, client review gates, or sprint boundaries.
- Keep milestone names outcome-oriented (e.g., "Launch-ready creative assets" rather than "Milestone 3").
- Use target dates alongside milestones to track whether you're on pace, not just whether tasks are done.
- Review milestone progress on the project overview during weekly check-ins to spot bottlenecks early.