How-to create a milestone
With this guide you will learn how to add milestones to a project, structure tasks under them, and define their dates.
Before you start
In order to be able to follow this quickstart guide you need to have an organization in RevasOS, be a contributor with the necessary project management permissions, and have at least one project already created. You can find more infos in the roles and permissions section.
What is a milestone
A milestone is a logical container that groups tasks by goal or phase within a project. It helps you break the project into meaningful stages and track progress toward each outcome.
Tasks in a project can either belong directly to the project or be linked to a specific milestone.
Milestone fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | The name of the milestone. It will appear in the milestones view of the project dashboard. |
| Start date | Yes | The date when the milestone is expected to begin. |
| Due date | Yes | The expected completion date of the milestone. |
| Description | No | An optional free-text description to provide context about the milestone. |
Create a milestone
Tip
To be able to create a milestone you will need the Projects app. If you haven't already, please install it from the RevasOS Store.
- Open the Projects app from the RevasOS environment;
- From the Dashboard, select the project you want to add a milestone to;
- Click on Milestones in the top-right corner;
- Click on + New milestone;
- Enter the Name of the milestone;
- Insert the Start date and Due date;
- Optionally, add a Description;
- Click Save.
The new milestone will appear in the milestones view of the project dashboard.
Add tasks to a milestone
Once a milestone exists, you can link tasks to it in two ways:
- When creating a new task: select the milestone from the task creation pop-up.
- From the milestones view: click the + Add task to this milestone button in the desired milestone section.
Tasks that are not linked to any milestone remain at the project level.
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