How to add a milestone and related tasks

Use milestones on their own to track important project dates, and combine them with tasks to group and organize project-related tasks. Milestones are only available for project records.

You can apply a Pipeline or milestones to a project, but not both. If you don't see the Milestones subtab, it's because the project is using a Pipeline. See Using projects in Insightly.

To add a new milestone:

  1. Open a project and click the Milestones subtab.
  2. Click Add New Milestone.
  3. Enter a title for the milestone and then select a date and the user who it will be assigned to.
  4. Click the Save Milestone button.

Milestones will appear in the project's Milestone subtab, ordered by date. You can edit or delete a milestone by clicking either of the icons on its right.

Milestone tasks

Tasks related to a milestone will appear nested below it.

To add a task to a milestone:

  1. From the project, click the Tasks tab and the Add Task button.
  2. As you enter the task information, select the milestone which the task is related to.
  3. Click the Save and Return to Project button. Tasks will appear below the milestones that they're related to.

Use milestones on their own to track important project dates. You can connect new project tasks to them, too. Milestones are only available for project records.

You can apply a Pipeline or milestones to a project, but not both. If you don't see the Milestones subtab, it's because the project is using a Pipeline. See Using projects in Insightly.

To add a new milestone:

  1. Open a project and click the Milestones subtab.
    Milestone-1.png
  2. Click Add Milestone.
    Milestone-2.png
  3. Enter a title for the milestone and then select a date and the user who it will be assigned to.
  4. Click the Save Milestone button.

Milestones will appear in the project's milestone subtab after refreshing the page. You can edit, delete, or mark a milestone complete by clicking the three dots icon.

Milestone-3dot.png

Milestone tasks

To add a task to a milestone:

  1. From the project, click the Actions menu and select Add New Task For Project.
    Task_mile1.png
  2. As you enter the task information, select the milestone which the task is related to.
    Task-mile2.png
  3. Click Save.

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