Milestones help organize tasks within a project over a specific period of time.
They're most commonly used to break projects into phases or sprints, making it easier for both teams and clients to track progress. They also provide clients with a structured overview of the phase without requiring them to follow every task individually.
How to Create a Milestone
There are several ways to create a milestone in Kitchen.
• Option 1: From the "+" Button at the Top of the Sidebar
You can create a milestone from anywhere in your workspace using the + button at the top of the sidebar.
Click the + button, then click More at the bottom of the menu to expand the available options and select Milestone.
This opens the milestone creation window, where you can enter the following:
Milestone Name - Enter a name for the milestone.
Start Date - Click the field to open the calendar picker. Use the arrows at the top to navigate between months, then select the appropriate date.
End Date - Choose an end date using the calendar picker, just as you did for the start date.
Description (optional)
Set a General Access setting - Choose whether the milestone should be:
Private
Shared with Clients
Internal
If you choose Internal, you can also assign the role that all team members should receive when accessing the milestone.
To learn more about the different General Access levels, see Access Levels and Resource Permissions in Kitchen.
When you're ready, click Save.
The milestone will open immediately and appear at the top of your items list in the sidebar.
• Option 2: From the Create Button Inside a Folder
You can also create a milestone inside an existing folder using the Create button.
Click Create → More → Milestone to open the same milestone creation window described above.
Once created, the milestone will appear inside the folder where it was created.
Note
If the milestone uses the same General Access setting as its parent folder, and the parent folder already has users added to it, the milestone will automatically inherit access for those users.
You can change the access level at any time and choose who the milestone should be shared with using its Share button.
• Option 3: From the "+" Button Next to a Folder in the Sidebar
You can also create a milestone by hovering over a folder in the sidebar and clicking the + button next to its name.
Click + → More → Milestone.
The new milestone will be created inside the selected folder.
The same access and inheritance rules described in Option 2 apply here as well.
How to Add Tasks to Milestones
To add tasks to a milestone, you'll first need a board containing the tasks you want to organize.
Important
Tasks can't be created directly inside a milestone. Instead, you create tasks in a board and then link them to a milestone using the Milestone field.
To link a task to a milestone:
Open the task.
Click the Add a Field button.
Select Milestone.
Once the field has been added, click the row to the right of it, where it currently says Empty.
This opens the milestone picker, where you can either choose one of the displayed results or use the search bar to find a specific milestone by name.
Below the name of each milestone, you'll also see its location (path), making it easier to distinguish between milestones with similar names.
Once you've selected a milestone, the task will automatically be added to it.
Viewing Milestones
Click a milestone in the sidebar or inside a folder to open it.
Directly below the milestone name, you'll see its timeline, including the start and end dates, as well as the number of days remaining until the milestone reaches its end date.
If a description has been added, it will be displayed directly beneath the timeline.
Below that, you'll find the progress bar, which shows the overall progress of the milestone.
Above the progress bar, you'll also see the completion percentage, along with the number of completed tasks compared to the total number of tasks assigned to the milestone.
Tasks are automatically organized into three columns:
Unstarted Tasks
Open tasks that haven't yet been assigned to anyone.
Ongoing Tasks
Open tasks that have been assigned.
Completed Tasks
Tasks that have been completed.
When you assign a user to an unstarted task, it automatically moves from the Unstarted Tasks column to the Ongoing Tasks column.
When a task is completed - either by clicking its Complete button or by directly moving it to the Done list on its board - it automatically moves to the Completed Tasks column, and the milestone progress is updated accordingly.
To learn more about managing milestone settings and the way milestone sharing works, see Sharing Milestones and Managing Milestone Settings.
Have questions? Contact support.