The Milestones Tab serves to help you organize your project tasks into phases and monitor each milestone's progress in a designated tab.

When you have bigger projects it might get overwhelming to keep track of all the different tasks, especially if your team is handling different types of tasks at the same time. Separating those tasks into Milestones, however, can significantly make your work easier.

In this guide, you will learn how to create milestones and link them to your tasks. So let's dive in.

You can add the Milestones tab at the beginning when you create your new project, or later from the tabs bar menu.

When you create a new project, you can add the Milestones tab right away.

To do so, click the New Project option from the main navigation. The project creation screen will give you the following options:

Select the Milestones module in the Choose tabs section from your Project Creation screen and click the "Create Project" button.

Your new project will now have Milestones in the tab bar.

If you haven't added the Milestones tab in advance, you can easily add it later as well.

Here's how to do it.

Step 1. Click the Plus icon from the tab Menu. This icon is always right after your last project tab.

Step 2. Choose the Milestones modal from the list of tab modules to add it to your project.

This will open a modal window with a tab title and visibility options.

Step 3. Give your Milestones a custom name or leave the default Milestones title.

For example, if your team uses sprints, you can name your tab Sprints to make it suit your workflow.

Step 4. Click on the Visibility drop-down menu and select your preferable visibility setting for your Milestones: Shared to Clients, or Private to Our Team.

By default, Milestones are visible to clients, but if you prefer to make them accessible only to your team, choose the second option.

Step 5. Click Add to Project.

Now, Milestones is added to your project and you can see it in the tabs navigation.

You can go to your newly added tab to start creating your milestones.

The Milestones tab also displays a visibility icon. The visibility icon show who can see the particular tab.

There are two types of visibility:

Setting Visibility to Private for Our Team

Here's how to make your Milestones invisible to clients.

Step 1. Click the Visibility Icon on the right corner of the Tabs menu.

This will open a modal window with the Tab name and visibility.

Step 2. Go to the visibility section of the modal window and click on the drop-down menu to reveal it. The menu will show you the two visibility options with the current visibility highlighted in blue.

Step 3. Select Private to Our Team to hide the tab from your clients and then click Save Changes.

Step 4. This tab is now set to Private to Our Team, so the visibility icon is now a padlock.

To set the visibility back to Shared with Clients, click on the visibility icon once again, then go to the Visibility section in the modal window and select Shared with Clients from the drop-down menu. Hit Save Changes to apply the new visibility to the tab.

Now, milestones refer to different phases of the project. If your team uses sprints, you can create a milestone for each sprint and associate tasks to their respective sprint.

If your project requires you to design a website, then code it, add integrations and marketing, you can create a milestone for each of those phases.

When you first go to your Milestone tab, the screen will show you the following suggestion:

"Create a milestone to group and track your tasks."

To create your very first Milestone, you can click directly on the New Milestone button below the suggestion message.

Or you can choose the + New Milestone action from the Tab Actions Bar. Use this action for all your next milestones.

Step 1. Click the + New Milestone action from the Tab Actions Bar to create a new milestone.

This will open a modal window with customization options.

Step 2. Name your milestone. (for example, Sprint 1 if you're using sprints, Design Phase if you're separating the project into different phases, etc.)

Step 3. Set a timeframe for the milestone.

The timeframe section features inputs for the Start date and Due date with calendars. Select the appropriate dates.

The timeframe section also has quick reset actions for both the start and due dates, so you can easily reset them without having to use the calendar for it.

Step 4. Add a description for your milestone if you see fit.

Step 5. Hit Save.

You can now see your milestone in the tab. All milestones you create will appear arranged in a list with a title, due date, and a progress bar.

If you click on a milestone from a list, you'll be able to view the milestone details such as timeframe, description, progress, and associated tasks, separated by completion:

Please refer to the Associating Tasks with a Milestone section to see how this works.

To access the actions related to your milestone, hover over the milestone you wish to modify and go to the More Menu on the right.

You can access the same More Menu in the modal window when you open your milestone.

The More Menu opens a drop-down with the following actions:

Choose the Edit option from the drop-down menu to modify your milestone.

This will open the Edit Milestone modal window that gives you the same editable options as the milestone creation modal.

You can edit the milestone name, timeframe, and description.

Once your milestone has been reached, you can close it to focus on the next milestone.

To do so, choose the Close option from the drop-down menu.

Your milestone will be placed in a new section "Closed Milestones" below the list of opened milestones.

Closed milestones also have a label "Closed" next to their name to be easy to distinguish from the opened milestones.

To re-open a milestone, click on the More Menu. This time the "Close" option is replaced by "Re-open". Click on the new option.

Your milestone will once again appear in the list of opened milestones.

To completely remove a milestone, choose the Remove option from the drop-down menu.

This will open a confirmation modal asking you if you're sure you want to delete the selected milestone. Click the Delete button to confirm.

Once you create your milestones, you will notice the progress bar doesn't show anything. Since Milestones are meant to work with the project tasks specifically, the empty progress bar means you still haven't associated any tasks with your milestone.

It's the same when you open the milestone. You will be able to see the milestone's timeframe and description, however, the sections for unstarted tasks, ongoing tasks, and completed tasks will be empty. The modal will also show a message "0 of 0 tasks completed" without a progress bar.

So let's add some tasks!

Step 1. Go to your task board in the Tasks tab.

Step 2. To associate a task with a milestone, click on that task to open it. In the modal window, you will see the Milestone option.

Step 3. Click on the Milestone option to choose from a list of milestones you've created for that project. For example, if the task is related to your Sprint 1, select it to associate the task with Sprint 1.

That's it, your task is now associated with a milestone.

In addition, when you set a milestone for your task, you can easily open that milestone by clicking the shortcut icon on the right side of the input.

Now you have your tasks associated with their respective milestones. Go to the Milestones tab to open the list of your project phases.

The progress is visualized by a progress bar and also includes the current number of associated tasks.

Click on your milestone to open an overview. You can see all your milestone tasks separated into three boards: unstarted tasks, ongoing tasks, and completed tasks.

The Unstarted Tasks board lists all the tasks that still don't have an assignee. When you assign a team member to a task, it will move to the Ongoing Tasks Board. Naturally, when the ongoing task is completed, it will move to the Completed tasks board.

The progress bar for each milestone reflects those changes in percentage, visualizing how many of the tasks are completed and how many are left to complete.

The milestone progress depends on completing the associated tasks.

When you consider a task to be ready, here's how to complete it.

Step 1. Go to the task actions menu and hover your mouse over the circle icon.

It will show you the option to complete the task. Click on the icon.

When the task is completed, the circle icon gets replaced with a checkmark icon, and the name of the task gets crossed out.

You can visually distinguish completed tasks in your task board by the scratched-out task name.

Step 2. Go to the Milestone, related to that task.

The completion of a task will immediately reflect on the milestone's progress. for example, if a milestone has 2 associated tasks and you complete one of them, the progress bar will show a 50% completed milestone, meaning 1 of 2 tasks has been completed.

When you open the milestone, you'll be able to see the completed task in the "Completed tasks" section.

When you complete all associated tasks, the milestone will show a 100% progress bar, meaning the milestone has been reached.

Congratulations! You've reached your first milestone. Now it's time to close it and focus on the next.

Step 1. Go to the More Menu on the top left corner of the milestone modal.

Step 2. Choose the "Close" option from the drop-down menu.

Step 3. When you close a milestone, it gets the label "Closed" next to the milestone's title and an activity log message with the status Closed and the exact date and time you've closed it.

That's it. The milestone will be moved to the Closed Milestones section in the Milestones Tab.

Since Milestones are exclusively related to your project tasks, your milestones will also appear in the filter options for your Tasks Tab. Let's see how this works. Go to Your project tasks and click on the Filter icon in any view.

You can locate the filter icon on the right side of the Tab Actions in any view.

If you hadn't added any milestones to your project, the milestone section of the filter menu would only show you the default "filter by any milestone".

If you, however, already have milestones with associated tasks, the filter menu will display the milestones here.

Click on any of your milestones listed in the menu and now you'll see only the tasks associated with that milestone.

That's it. Your task board will only show tasks associated with that milestone.

You can also combine filters from different filter categories. For example, you can see all incomplete tasks for a milestone by a particular user.

The Milestones feature allows you to organize bigger and task-heavy projects into smaller, and much easier-to-manage sprints. All milestones you create for a project appear in the Milestones Tab arranged in a list with a title, due date, and a progress bar. This progress bar allows you to see how many tasks are completed in each milestone.

This is why always keep in mind that Milestones are meant to work with the project tasks so in order to use Milestones to your advantage, always make sure to relate them to specific tasks.

By the end of this guide, you should be able to work with milestones and link them to your tasks; as well as filter tasks by a specific milestone.