Project Milestones
Milestones mark significant points in your project — key deliverables, major phases, or important deadlines. They help you track progress at a high level and celebrate achievements along the way.
What are milestones?
Milestones differ from regular tasks:
Tasks | Milestones |
Individual pieces of work | Significant achievements |
Have assignees | Mark project phases |
Track effort | Track progress |
Many per project | Few per project |
Think of milestones as checkpoints that show you're moving toward your goal.
Examples of milestones
Project kickoff — officially starting the work
Design approved — visuals signed off by client
Content complete — all copy written and reviewed
Beta launch — initial release for testing
Go live — final launch date
Project handover — deliverables transferred to client
Creating a milestone
From your project
Go to Projects and open your project
Navigate to the Milestones tab
Click Add Milestone
Enter milestone details:
- Title — clear name for the milestone - Due Date — target completion date - Description — what achieving this milestone means
Click Save
From the Milestones page
Go to Milestones
Click New Milestone
Select the project
Fill in the details
Click Save
Milestone details
Title
Choose clear, achievement-focused names:
"Website Design Approved"
"Marketing Campaign Launched"
"Training Materials Complete"
Due date
Set the target date for reaching this milestone. Consider:
Dependencies on tasks and other milestones
External deadlines or commitments
Review and approval time
Description
Explain what this milestone represents:
What needs to be true to reach it
Key deliverables included
Success criteria
Linked tasks
Connect tasks that contribute to the milestone:
Open the milestone
Click Link Tasks
Select relevant tasks
Track progress as tasks complete
Tracking milestone progress
Progress indicators
Each milestone shows:
Status — pending, in progress, or complete
Due date — when it should be reached
Linked tasks — how many are done
Visual timeline
View milestones on a timeline:
Open your project
Switch to Timeline view
See milestones as markers
Understand the overall schedule
Dashboard view
The Project Hub highlights:
Upcoming milestones
Recently completed milestones
At-risk milestones (approaching or past due)
Completing milestones
When you reach a milestone:
Open the milestone
Click Mark Complete
Add any notes about the completion
Celebrate the achievement!
Completed milestones:
Show in your project history
Demonstrate progress to stakeholders
Build team momentum
Managing milestones
Editing milestones
To update a milestone:
Open the milestone
Click Edit
Update title, date, or description
Save your changes
Adjusting dates
If timelines shift:
Review the impact on dependent milestones
Update the due date
Communicate changes to the team
Update linked tasks if needed
Deleting milestones
To remove a milestone:
Open the milestone
Click Delete
Confirm the deletion
Note: This doesn't delete linked tasks.
Milestone best practices
Right number of milestones
Too few: hard to track progress
Too many: milestone fatigue
Aim for 4-8 milestones per project
Meaningful checkpoints
Good milestones are:
Specific and measurable
Significant achievements
Natural project phases
Worth celebrating
Realistic timing
When setting dates:
Work backwards from final deadline
Allow buffer between milestones
Consider dependencies and reviews
Discuss with team members
Using milestones for reporting
Milestones simplify project reporting:
Show stakeholders which milestones are complete
Highlight the next upcoming milestone
Flag any milestones at risk
Demonstrate overall project health
Example milestone summary
Project: Winter Marketing Campaign
>
Completed:
- Project kickoff (5 Jan)
- Content strategy approved (12 Jan)
>
In Progress:
- Creative assets complete (due 19 Jan) — 75% done
>
Upcoming:
- Campaign launch (26 Jan)
- Performance review (9 Feb)
Tips for milestone success
Define early — set milestones during project planning
Keep them meaningful — each should represent real progress
Link to tasks — connect the work that drives completion
Review regularly — adjust dates as needed
Celebrate achievements — acknowledge when milestones are reached
Milestones turn big projects into achievable steps — celebrate each one as you progress toward your goal.