How to Create Milestones
Milestones Help Visualize Progress in a Project
Beginning with the App Drawer, click ‘Project’ in the Project Cloud Drawer.
Fig. 1: CloudOffix App Drawer page, Click the Project App to begin.
The next screen is the Projects Dashboard. Click the ‘Configuration’ tab, find and click ‘All Milestones’ from the menu list,
Fig. 2: Find ‘All Milestones’ in the ‘Configuration’ menu.
The following screen shows all existing project milestones with their relative project information. Click the ‘New’ button located on the top left of the screen to create a new milestone.
Fig. 3: Click the ‘New’ button
In the ‘New Milestone’ screen, enter a name for the milestone being created, which is a mandatory field. Select the target date. The project drop-down list will enable you to select from an existing project. Project Tasks show the existing tasks, with the ‘Add an item’ button will open a pop-up screen.
Fig. 4: Add tasks to your Milestone
The Add Project Tasks pop-up screen list all the existing tasks which can be selected for use in the milestone creation by checking the checkbox to the left of the task names then clicking the ‘Select’ button at the bottom of the screen. To create new Task, however, just click on the ‘Create’ button on the bottom of the screen without making a task selection.
Fig. 5: Either select an existing task or create a new one
If the ‘create’ button is clicked, a ‘New Task’ screen pops up.
Fig. 6: Creating a new task through the milestone
If we select an existing task from the list and click the ‘Select’ button, we return to the Milestone screen, with the selected task added. Click ‘Kanban Folded?’ if you would like to have this folded in the Kanban view. Click the ‘Save’ button to save the milestone.
Fig. 7: Save the milestone
The milestone is now visible in the Project Screen, under the ‘Milestone’ Tab.
Fig. 8: Milestone visible in project
Congratulations! You have just created a ‘Milestone’.