Overview
Adjust milestone details or remove obsolete milestones via the Action menu.
Steps to Edit:
In the Milestones list, locate the row and click the Status dropdown or Action (⋮) → View.
Update any field in the inline row or in the detailed view (title, cost, dates, status).
Changes save automatically when you click outside the field or hit Save in the modal.
Steps to Delete:
Click Action (⋮) → Delete on the milestone’s row.
Confirm deletion in the prompt.
Tips & Best Practices
Rather than delete, consider marking a milestone Canceled or Complete to preserve history.
Use the View action to see associated tasks before editing.
Document reasons for deletion in the project Notes.
Troubleshooting / FAQs
Cannot delete: You need “Delete Milestones” permission under Settings → Roles & Permissions.
Inline edits not saving: Try editing in the modal via View, then click Save.
Status dropdown missing: Check that the milestone isn’t locked by a workflow rule.