If you have created a milestone but want to delete it, you can remove it into your pod’s archives for up to 30 days where it can be recovered or permanently deleted. To remove a milestone into the pod’s archives, 1. Go to the pod that has the milestone you want to remove. 2. Select the Milestone […]
What is the difference between a task, event, and milestone?
Note: Events is no longer a feature for accounts signed up after September 15th, 2018 A Task is something that you and your team need to accomplish in a particular pod. They are single items within a task list. A Milestone is a marker or a goal that you want to achieve for a list of […]
Who can add and remove a Milestone?
Administrators and team members of a pod can add/remove milestones. Add a milestone To add a milestone, first go to the pod that you want to work on. 1. Select the Milestone tab and click New Milestone. 2. Enter all of the information for your milestone, then click Add Milestone. Remove a milestone 1. Go to the Milestone […]
What are milestones?
A Milestone is a marker or a goal that you want to achieve for a list of tasks. When you create tasks, they are in task lists. A task list can be associated to a milestone. For example, you could have a milestone called Client First Demo and then have tasks associated with that milestone. […]
How do I edit a Milestone?
Administrators can edit milestones at anytime. Team members can edit milestones assigned to them. To edit a Milestone 1. Go to the pod that has the milestone you want to change. Click Milestones. 2. Look for the milestone that you want to edit and hover your mouse over it. Click Edit. 5. Make necessary changes and […]
How do I close a Milestone?
If you have completed a milestone and would like to close it, an administrator or team member can mark it as completed. If you have not completed a Milestone but want to delete it, check out How do I delete a Milestone? To complete a milestone 1. In your pod, go to Milestones. 2. Look […]
How do I associate a milestone with a task?
Milestones can be associated only to task lists, not individual tasks. You will need to create a task list for your single task and then associate it to a task list. Learn more about creating and associating milestones to task lists.
How do I assign a milestone to a team member?
Administrators and team members are able to assign the responsibility of a milestone to another administrator or team member. 1. Go to the Pod that has the Milestone you want. Click Milestones. 2. Look for the Milestone that you want to edit and hover your mouse over it. Click Edit. 3. Choose the person from the dropdown […]