Planner Milestones

Overview

Milestones are labels that help show what stage a job is at on particular days. They can be used to mark important phases, checkpoints, or events in the project timeline.

Managers and administrators can add or remove milestones from selected planner days in the bottom area of the Planner.

Seeing Milestones on Selected Days

When you select job days on the planner, the milestone area shows labels already assigned to those selected dates. Each label is shown as a chip, usually with its own colour.

If no milestones are assigned to the selected days, the area will show an empty state.

Adding Milestones

1. Select one or more days for a job on the planner.
2. In Assign Milestones, search for and select one or more milestone labels.
3. Check the text showing how many days the change will apply to.
4. Click Assign Selected.

The selected milestone labels are applied to each selected day for the current job.

Removing Milestones

1. Select the job days you want to update.
2. Find the milestone chip in Assigned Milestones.
3. Click the remove control on the chip.

The milestone is removed from the selected days where it appears.

Using Milestones with Filters

Milestones can also help you find jobs on the planner. Use the Planner filter menu to show jobs that have particular milestone labels.

This is useful when you only want to view jobs in a certain stage, such as upcoming work, review, delivery, or completion.

Tips

• Select the exact days you want to change before assigning a milestone.
• Milestones describe the selected dates, not necessarily the entire project.
• If you cannot edit milestones, check whether you have manager or administrator access.