How milestones work
- Projects start at the first milestone defined in the project type
- When a project enters a milestone, tasks are auto-created from that milestone’s task templates
- Complete tasks to increase the milestone’s progress percentage
- Advance to the next milestone manually or via auto-advance triggers
- The project completes when the final milestone’s auto-advance trigger fires, or when you manually complete it
View milestone progress
From a project detail view, tasks are grouped by milestone in an accordion layout. Each milestone header shows:- The milestone name and color
- Completion percentage and task count (e.g., “75% (3/4)”)
- A Current milestone badge on the active milestone
Advance to the next milestone
Automatic advance
Milestones auto-advance based on their configured trigger:| Trigger | Advances when |
|---|---|
| All tasks completed | Every task in the milestone is marked done |
| Meeting scheduled | A meeting is scheduled with the household |
| Meeting completed | A meeting with the household is marked complete |
Manual advance
You can advance a project to any milestone:- Open the project detail view
- Find the future milestone you want to start in the task accordion
- Click Start milestone on that milestone’s section
Drag on the Kanban board
From the per-project-type Kanban view on the Projects page, drag a project card from one milestone column to another. The project moves to the target milestone and tasks are created for it.What happens when advancing
When a project moves to a new milestone:- The milestone visit is recorded in the project’s history
- Task templates for the new milestone create new tasks
- Task deadlines are calculated based on offset days from today
- Milestone progress resets to 0%
Skip milestones
You can skip ahead to any milestone by clicking Start milestone on a future phase, or by dragging the project card on the Kanban board. Tasks for skipped milestones are not created unless you later return to those milestones.Return to a previous milestone
You can move a project back to an earlier milestone from the Kanban board by dragging the card to a previous column. Previously created tasks for that milestone remain.Milestone progress
Each milestone tracks progress based on its tasks: Progress = completed tasks / total tasks x 100% The progress percentage and task count appear in the milestone header.Overall project progress
The project’s overall progress reflects all tasks across all milestones that have been visited. It increases as you complete tasks and advance through milestones.Milestone colors
Each milestone has a color for visual identification. Colors appear on the Kanban board columns and in the milestone headers. Colors are configured in the project type settings.Complete a project
When the final milestone’s auto-advance trigger fires, the project status changes to Completed automatically. You can also complete a project manually at any time:- Open the project from the Kanban board or the project list
- Click the three-dot menu on the project card
- Select Complete project
- Optionally check Mark all tasks in project as complete
- Click Complete project