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 a few clicks.

Milestones

  1. Click Projects and in RECENT PROJECTS, select the required project.
    Recent Projects
  2. Click and expand Tasks & Milestones and then choose Milestones.
    All Milestones

If you have already added milestones, you can view them based on their status such as Upcoming, Overdue, Completed and Archived.

Filters

Click on Filters on the top right corner to filter milestones based on OWNER or TYPE.

milestones-filter

Other actions

Click on Other actions on the top right corner to export milestones as a pdf.

milestones-export

Add a milestone

Click the Plus icon on the top right corner to add a New Milestone. Specify the Milestone name and other details and then click Add to add a new milestone.

Upcoming Add milestone

Edit a milestone

Hover the mouse over Upcoming Milestones or Overdue Milestones, click the action menu and then choose Edit to edit the milestone.

edit-icon

You can modify the milestone details and then click Update to save the changes.

Edit milestones

Delete a milestone

Hover the mouse over the required milestone, click the action menu and then choose Delete to delete the milestone.

delete-icon

The milestone is deleted, along with all it's related tasks.

Delete Warning

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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