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Milestones

The Milestones section displays the list of all the milestones accessible for the current user. Depending on the user access rights, he/she can view milestones, manage them, create new milestones, or edit existing ones.

Milestones in the list

In the milestones list, you can view the following information about milestones:

  • the milestone title,
  • the milestone status designated with the corresponding icon on the left: open Open milestone or closed Closed milestone,
  • if the milestone is a key one or not. Key milestones are marked with the Key milestone icon,
  • the person who is responsible for the milestone,
  • the milestone deadline (the nearest deadlines are highlighted with blue),
  • the number of open and closed tasks Milestone tasks displayed on the right.

Sort and filter milestones in the list

To easily find the necessary milestone in the list, you can apply different sort and filter parameters.

  1. tap the Filter icon icon in the upper right corner,
  2. tap the arrow next to the Sort by menu item and select the necessary sorting criterion: Due date, Creation date, or Title,
  3. turn the Ascending switcher on to sort milestones in ascending order or turn it off to sort milestones in descending order,
  4. tap the necessary filter in the Filter list: Status, Responsible, Due date, or Projects,
  5. choose the necessary parameters for the selected filter:
    • to filter milestones by Status, select the necessary status (Open or Closed) on the next screen and tap Done.
    • to filter milestones by Responsible, check the necessary user in the Responsible list and tap Done. To easily find the person you need, use the Search field on the top.
    • to filter milestones by Due date, select one of the available presets: Overdue, Today, Upcoming or check the Custom period option and specify the Begin and End dates above. When ready, tap Done.
    • to filter milestones by Project, select one of the available projects and tap Done.
  6. if necessary, apply another available filters,
  7. tap Done in the upper right corner of the Sort and Filters screen.

Manage milestones in the list

To change the milestone status touch close to the edge of the screen to the left of the necessary milestone in the milestones list and swipe right to access the menu. Tap the necessary option to change the milestone status:

For open milestones, the Closed option is available that allows to close the selected milestone.

Open milestone statuses

For closed milestones, the Open option is available that allows to reopen the selected milestone.

Closed milestone statuses

Touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu and choose the necessary action:

Actions on an item - allows to choose one of the following actions:

  • View the selected milestone,
  • Edit the selected milestone,
  • Add new task to the selected milestone,
  • Delete the selected milestone.

Edit item - allows to edit the selected milestone.

Delete item - allows to delete the selected milestone.

In the Milestones section, you can also select several milestones and delete all of them at once. To do that:

Tap the Select objects icon in the upper right corner and tap empty circles Select item on the left hand of the necessary milestones one at a time. Tap the Delete caption at the bottom of the screen to delete several selected milestones.

View milestones

To view a certain milestone, you can proceed in one of the following ways:

  1. tap the milestone name in the milestones list,
  2. touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu. Choose the More option, then tap the View option.

The milestone overview screen opens. The Tasks section is activated by default.

View milestone

To navigate between the milestone sections, tap the icons at the bottom panel:

Milestone info - to view the milestone info: title, description, status, responsible, due date,

Milestone tasks - to view the list of this milestone tasks. If you have corresponding rights, you can manage existing tasks or add new tasks to the milestone using the Create new item icon in the upper right corner.

Create a new milestone

If you have corresponding rights to create a milestone, the Create new item icon is available in the upper right corner of the milestones list. To create a new milestone:

  1. tap the Create new item icon - the new milestone creation form opens,

    Create new milestone

  2. specify the milestone Title (this field is obligatory),
  3. enter a short Description, if necessary,
  4. select a Project you want to add the milestone to (this option is obligatory): tap None, then choose one of the available projects. When ready, tap Back,
  5. assign a Responsible (this field is obligatory): tap Nobody, then choose one of the available users on the Responsible screen tapping his/her name. When ready, tap Back,
  6. set a Due date (this option is obligatory): tap the date on the right, select one of the predefined options: Week, Month, or Two months, or set a custom date using the calendar below.
  7. tap the Key milestone switcher, if necessary. Use this option if you consider the newly created milestone to be more important than others.
  8. tap the Remind me 48 hours before the due date switcher if you want to receive a notification,
  9. when ready, tap the Create caption in the upper right corner of the New Milestone screen.

Edit milestones

To adjust some milestone settings, open the Edit Milestone screen in one of the following ways:

  • touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu, then choose the Edit item Edit option,

  • tap the milestone name in the milestones list to view it, tap the Milestone info icon at the bottom panel, then tap the Edit milestone icon in the upper right corner.

On the Edit Milestone screen, change the necessary parameters specified when creating the milestone. You can also change the milestone Status selecting one of the options: Open or Closed. When ready, tap Done in the upper right corner.

If you want to delete the milestone, you can swipe up, tap the Delete Milestone option at the bottom of the Edit Milestone screen and confirm this action.

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