Milestones

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

Milestones represent key checkpoints in a project's timeline. They help track progress and ensure deliverables are met on schedule.

Viewing Milestones

1. Open a project from the Projects page
2. Go to the Milestones section
3. Milestones are displayed as expandable cards showing:
   • Milestone name and description
   • Target date
   • Current status
   • Associated documents

Milestone Statuses

Status	Meaning
Pending	Not yet started
In Progress	Work toward this milestone has begun
Completed	Milestone deliverables are done
Overdue	Past the target date and not completed

Creating Milestones

Milestones are created during the project creation wizard or added later:

1. Open the project detail view
2. Go to the Milestones section
3. Click Add Milestone
4. Enter:
   • Name — What the milestone represents
   • Target Date — When it should be completed
   • Description — Details about the deliverable
5. Click Save

Milestone Documents

Each milestone can have its own documents:

1. Expand a milestone card
2. Click Upload Document
3. Select a file to upload
4. The document is linked to that specific milestone

This is useful for attaching deliverables, reports, or sign-off documents to the relevant milestone.

Approving Milestones

Administrators can review and update milestone statuses:

1. View pending milestones on the Dashboard (admin view) or in the project detail
2. Review the milestone progress
3. Update the status as appropriate

tip

Milestones that are past their target date will automatically show as overdue, making it easy to identify project delays.