Purpose
This article explains how to set and track Milestones — key checkpoints in a project's timeline.
Who Uses This
Project managers and executives tracking high-level project progress.
How It Works
Milestones mark significant points in a project, like permit approval or substantial completion, without representing a specific task or deliverable themselves.
Add a milestone by selecting a date and giving it a clear label. Milestones can also be linked to related tasks or deliverables.
Milestones feed into the Milestone Tracker report, giving a quick view of progress across projects (see Milestone Tracker).
Best Practices
Use milestones for major checkpoints only — too many can dilute their usefulness.
Align milestones with what stakeholders care most about (e.g., permit approval, opening date).
Review upcoming milestones regularly as part of your project check-ins.
Troubleshooting
If a milestone date looks incorrect, check any linked tasks or dependencies that may be affecting it.