Getting Started Guide

Upcoming Milestones

The latest milestones which needs to be accomplished now in a project are categorized as upcoming milestones. Zoho Projects allows you to quickly create, edit and delete a milestone in just few clicks.

Add a Milestone

Go to Tasks and Milestones tab. Click Milestones from sub-menu

Add Milestone
  1. Click New Milestone icon present in the right panel
  2. Select the start and end date; choose the Owner
  3. Choose the Milestone is Internal/External based on your project needs.
  4. Click Add Milestone icon creates a new milestone for your project

Note: Choose External for the Milestone Flag if you wish to show the project milestones for your clients.

Add milestone

Edit a Milestone

Mouseover the milestone name displays a milestone action menu

Milestone Menu
  1. Select Edit Milestone option from the menu
  2. This opens up a dialog box with editable contents
  3. Make required changes to the milestone
  4. Click Update Milestone icon to update latest changes.
Edit milestones

Delete a Milestone

Mouseover the milestone name displays a milestone action menu

Milestone Menu
  1. Select Delete Milestone option from the menu
  2. An alert message Do you want to delete the milestone and related todos? gets displayed
  3. Click OK button. This deletes your milestone from the project workspace.
Delete milestones

Note:

  • Skip weekends and holiday settings are used to calculate the number of days for:
      •  Milestone completion (Upcoming Milestones)
      •  Milestone Gone by (Overdue Milestones)
      •  Milestone Ahead by (Completed Milestones)
      •  Milestone Late by (Completed Milestones)

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