Linking Tasks to Milestones

Overview
Connect your tasks to specific milestones so you can see exactly which work items roll up under each stage.

Steps

  1. Go to the Tasks tab within your project (or click + Add Task).

  2. In the task creation form, locate the Milestone dropdown.

  3. Select the milestone you want to associate with this task.

  4. Click Save—the Task Count for that milestone in the Milestones tab will increment.

  5. To reassign an existing task, open it via Action → Edit, change its Milestone, and save.

Tips & Best Practices

Troubleshooting / FAQs