After creating a milestone, you can share it with clients and team members, manage who has access to it, and customize its settings at any time.
To learn how to create and use milestones, see How to Create and Use Milestones.
Milestone General Access Settings
Each milestone has a General Access level that determines who can access it:
Private - Only you and invited team members.
Shared with Clients - Invited team members and clients.
Internal - All team members can access the milestone without an explicit invitation.
You can change the General Access level at any time using the milestone's Share button.
For more information about access levels and permissions, see Access Levels and Resource Permissions in Kitchen.
Sharing Milestones
You can share milestones with clients and team members in several ways:
Click the Share button in the top-right corner.
Hover over the milestone in the sidebar, click the three-dot menu (More Options), and select Share.
Click the user avatars displayed next to the Share button in the milestone to open the same Share modal.
To learn more about sharing resources, see Sharing Resources with Users in Your Workspace.
Important
Tasks displayed inside a milestone rely on the visibility of the board they belong to.
Sharing a milestone alone isn't enough for users to access its tasks. The board containing those tasks must also be shared with them.
This is because tasks can be opened directly from a milestone, so the source board must also be accessible for the task details to show.
Managing Milestone Settings
When viewing a milestone, you can make several changes directly from its header.
• Customize the Icon
Click the milestone icon to customize it by:
Choosing a different icon
Changing the icon color
Selecting either the Outlined or Filled icon style
Choosing an emoji
Uploading an image from your computer
Adding an image from a URL
Pasting an image from your clipboard using Ctrl + V
• Rename the Milestone
Click the milestone name to edit it directly. Press Enter or click anywhere outside the title to save your changes.
• Add to Favorites
Click the star icon next to the milestone name to add it to the Favorites section in the sidebar for quicker access.
• Additional Settings
For more options, click the Settings (gear) button in the top-right corner of the milestone.
From there, you can:
Manage Access and Users - this opens the Share modal, where you can:
Change the milestone's General Access level
Add or remove users with access
Invite new clients and team members
Edit Milestone Details - Update the milestone's:
Name
Start date
End date
Description
Customize the Icon - Using the same icon customization options described above.
Move the Milestone - Choose one of the displayed results or use the search bar.
Copy a link to the milestone
Archive the milestone
Delete the milestone
These same options are also available by hovering over the milestone in the sidebar and clicking the three-dot menu.
Note
Archiving a milestone moves it to Browse → Archive.
Deleting a milestone moves it to Browse → Trash.
From there, you can open the three-dot menu while hovering over the milestone and select View or Restore.
Items in the Trash are permanently deleted after 30 days.
Still need assistance? Contact support.