Read the phase overview
Open Milestones. The view groups entries into Pre-MVP, MVP, PMF, Growth, and Custom. Phases with no entries are hidden. A phase's bar shows completed milestones divided by every milestone in that phase. It isn't calculated from completed tasks.
Create a milestone
Click Add milestone.
The dialog also shows a completed-on date. This field currently isn't saved on first creation. If you're backfilling a milestone that was already reached, reopen it to edit after creating it and add the date there.
- Enter a concrete title, for example Pilot customer signed off on the workflow.
- Optionally add a description of the expected outcome.
- Choose the matching phase; MVP is pre-selected in the dialog.
- Set the status and optionally the target date.
- Save and check the new entry in its phase.
Maintain status and dates
Use the pencil icon to edit the title, description, phase, status, and target/completed dates. Alternatively, clicking the status icon cycles through Pending → In progress → Completed → Delayed → Pending. Switching to Completed via this quick action sets the current date; switching further clears it again. In the edit dialog, on the other hand, you maintain status and completed date separately.
Tell due dates and delays apart
Target dates that are near or past are highlighted, as long as the milestone isn't completed. The date doesn't automatically set the status to Delayed. Choose that status deliberately when a waypoint slips. In the header summary, delayed entries are currently counted together with pending ones; the individual entry shows its actual status.
Link existing tasks
Expand a milestone's task area and open the action to link a task. The picker offers accessible, incomplete tasks with no existing milestone assignment. Choose a task. It then appears with its status under the milestone; the done/total display helps with tracking. Create new tasks in the Tasks module.
Unlink or switch a link
Use the icon to remove the connection on the task row. The task itself stays, it just loses its milestone assignment. To switch, first remove the old assignment, then link the open task to the new milestone. A task has one milestone at a time in this flow.
Maintain milestone status independent of tasks
Completed tasks don't automatically close the milestone. Likewise, a completed milestone doesn't complete its open tasks. Check the actual outcome and set the milestone status yourself. Phase bars, task counters, and goal percentages measure different things.
Work together with Goals
A milestone created via Goals also appears in this overview, initially under Custom. Changes to the same milestone apply in both areas. The dialog in the Milestones module offers no goal picker. So for a goal-related milestone, start from the goal you want.
Linking a task to the milestone doesn't automatically assign it to the goal. Completed milestones also don't change the goal's percentage; that comes from key results or manual input. See Link goals to milestones and tasks.
Delete a milestone
Click the trash icon and confirm the prompt. The milestone also disappears from the Goals view. Under the current database schema, linked tasks are kept and just lose their milestone assignment. This view offers no restore action. Milestones belong to the organization and aren't private notes.
Common pitfalls
A task is missing from the picker
Completed tasks, or tasks already assigned to a milestone, aren't offered. Also check the active organization and your task access.
Double-check that it saved
The UI currently doesn't check the server response on every change. Check the entry after saving, or after reloading, especially if status, date, or a link don't appear as expected.
Frequently asked questions
Why is my phase missing from the overview?
Empty phases are hidden. Create a milestone in the phase you want, or change an existing entry's phase.
Why isn't the phase bar at 100 percent even though every task is done?
The bar counts completed milestones. Set their status to Completed yourself after checking; task statuses aren't automatically carried over for that.
Are milestones under Goals copies?
No. They're the same records. So editing and deleting affects both views.
Can I assign a task to several milestones at once?
This flow uses exactly one milestone assignment per task. Remove it first if you want to assign the task to a different milestone.