How to edit a milestone

You can edit a milestone to change the milestone's name, the person who it's assigned to, and the due date. When editing the due date, you can have Insightly update the due dates for future milestones and their related tasks.

To edit a milestone:

  1. Click the three dots next to the milestone name.
  2. Select Edit Milestone.
  3. Make your changes to the name, responsible user, or due date.
  4. When editing the date, click the checkbox options to automatically update future milestones and their related tasks. These options will shift the due dates of the items by the same number of days as your date change for the current milestone.
  5. Click Save Milestone.
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