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  1. Help Center
  2. /
  3. Projects and delivery

Track milestones

Mark the key phases and delivery dates of your project, link work to them, and watch progress against the programme.

1 min read

Milestones are the dates the project is judged by: design freeze, tender issue, practical completion. They live under Plan, next to the work items that get you to them.

Create a milestone

  1. 1

    In your project, open Plan, then Milestones.

  2. 2

    Create a milestone with a name everyone recognises and its target date.

  3. 3

    Save. The milestone joins the list in date order, so the list reads as the shape of the programme.

Link work to dates

A milestone with nothing behind it is just a date. Connect your work items to the milestone they serve, and the milestone becomes a live measure: as items close, it moves; while they sit open, it warns you.

Watch progress against the programme

Check the milestone list in your weekly review. Each milestone shows how the work behind it is tracking, so an at-risk date stands out weeks early, while there is still time to act on it. When a date genuinely moves, update the milestone so the plan on screen matches the plan on site.

Tip

Keep milestones few and meaningful. If everything is a milestone, nothing is: aim for the dates a client or site manager would actually put on a wall.

Related articles

  • Plan work with work itemsProjects and delivery
  • Use the calendarCalendar and tasks
  • Project overview and activityProjects and delivery

What's next?

The plan is set. Now look at the records the project produces.

  • Project photos

See it on the platform

Project delivery

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On this page

  • Create a milestone
  • Link work to dates
  • Watch progress against the programme
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