To add a Milestone to a project, Select Milestones under the Project tab in the sidebar. Here you will have information to add a Milestone:

  • Name: Title of the Milestone
  • Project: The Project to add the Milestone to
  • Start: Start Date of the Milestone
  • Finish: Finish Date of the Milestone
  • Assigned: The contact to assign the Milestone to
  • Priority: Low, Medium or High Priority
  • Status: Open or Close, if set to close the Milestone will be locked.
  • Note: Option Note to add to the Milestone.

To finish, select Save & Exit.