How milestones work
Milestones provide structure:- Projects start at the first milestone
- Tasks are created for each milestone
- Complete tasks and advance to the next milestone
- Reach the final milestone to complete the project
View current milestone
From a project record, you can see:- Current milestone — The phase you’re in
- Progress — Percentage complete for this milestone
- Tasks — Tasks associated with the current milestone
- Milestone history — Which milestones you’ve visited
Advance to next milestone
Automatic advance
Milestones can auto-advance based on triggers:| Trigger | Advances when |
|---|---|
| All tasks completed | Every task in the milestone is done |
| Meeting scheduled | A meeting is scheduled with the household |
| Meeting completed | A meeting with the household is marked complete |
Manual advance
1
Open the project
Navigate to the project record.
2
Click advance
Click Move to next phase or the advance button.
3
Confirm
Confirm the milestone change.
What happens when advancing
When you move to a new milestone:- Current milestone is recorded — Added to visited milestones
- New tasks are created — Task templates for the new milestone spawn tasks
- Deadlines are calculated — Based on offset days from now
- Progress resets — Milestone progress starts at 0%
- Overall progress updates — Reflects new milestone
Skip a milestone
You can skip milestones if needed:1
Open the project
Navigate to the project record.
2
Access milestone menu
Click on the milestone selector or settings.
3
Choose a milestone
Select the milestone you want to jump to.
4
Confirm
Tasks for skipped milestones won’t be created.
Skipping milestones is useful for exceptions, but use sparingly. If you frequently skip milestones, consider updating your template.
Go back to a previous milestone
If you need to revisit earlier work:1
Open the project
Navigate to the project record.
2
Select previous milestone
Choose an earlier milestone from the selector.
3
Confirm
You return to that milestone. Previously created tasks remain.
Milestone progress
Each milestone tracks progress based on tasks: Progress = Completed tasks ÷ Total tasks × 100% The progress bar shows:- Green = Completed portion
- Gray = Remaining tasks
Overall project progress
The project’s overall progress considers all milestones:- Weighted by number of tasks in each milestone
- Updates as you complete tasks and advance milestones
- Reaches 100% when all tasks across all milestones are done
Milestone colors
Each milestone has a color for visual identification:- Appears on the project card in Kanban view
- Helps quickly identify project phase at a glance
- Configured in the project template
View milestone history
See which milestones a project has visited:1
Open the project
Navigate to the project record.
2
Find milestone history
Look for Milestones visited or similar section.
3
Review history
See dates when each milestone was entered.
Tasks and milestones
Tasks are tied to milestones:| Scenario | Behavior |
|---|---|
| Enter milestone | Task templates create new tasks |
| Complete milestone task | Progress increases |
| All tasks complete | May trigger auto-advance |
| Leave milestone | Tasks remain (don’t auto-delete) |
| Return to milestone | Existing tasks are still there |
Complete a project
When you reach and complete the final milestone:1
Complete final tasks
Finish all tasks in the last milestone.
2
Project completes
If auto-advance is configured, the project status changes to Completed.
3
Or complete manually
Click Complete project to finish.
Cancel a project
If a project should stop before completion:1
Open the project
Navigate to the project record.
2
Cancel
Click Cancel project in the actions menu.
3
Confirm
The project status changes to Cancelled.
Best practices
- Clear milestone names — Use action-oriented names like “Data Gathering” not “Step 1”
- Logical ordering — Milestones should flow naturally
- Right granularity — Not too few (no progress visibility) or too many (micromanagement)
- Appropriate auto-advance — Choose triggers that match your workflow
- Complete tasks properly — Don’t skip tasks; complete or delete them