How do you configure Milestones for Projects?

I have projects built out and I see the milestone menu option, but it is blank. It does not have an ADD button, so it seems to be instead a view of milestones identified in the project elsewhere... how do get milestones to show up (how do I add them to a project)? I review the community portal documentation, but only see how to pull reports from milestones... but cannot see where we add them.  

Tags milestones
Asked by Melody Chronister on Thu 4/28/22 3:57 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Thu 4/28/22 4:04 PM

Hello Melody,

You will want to access the plan in question and check it out if it's a waterfall plan. Once checked out, you can right click on a task row and select the "Toggle Milestone" option to mark it as a milestone.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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okay, so to be clear, you are unable to identify milestones if the project does not have a waterfall plan, correct? Most of our projects are using the kanban plan type. - Melody Chronister Thu 4/28/22 4:06 PM
Correct, the cardwall plan does not have an indicator to mark something as a milestone. You can instead mark it as a Story using the Is Story flag. - Mark Sayers Thu 4/28/22 4:08 PM