How to add task list from milestone ?

Roles and Permissions:

Organization Owner/Manager :
They can Add Milestone , View Milestone and Edit Milestone.

Delivery Head :
They can Add Milestone , View Milestone and Edit Milestone.

Project Manager (User) :
They can't Add Milestone . They can edit and view only assigned Milestone .

User :

They can't Add Milestone . They can edit and view only assigned Milestone .

1) On the project details page (Milestone) tab, you see list of milestones within project. You can click on 3 dots button and go to View Milestone screen.

2) Go to milestones , Click on three dots & Click on View milstone .

3) If task added into milestone then Org Owner/Manager and Delivery head will be able to add new todo group into milestone

If the task list is not found during the search, you can add it directly from the milestone.

Go to task lists ,Cick on dropdown , Search task list name , click on add button , Your task list will be added to the listing.

Click on listing name and then click on save , task list will be added to milestone.

Updated on: 07/03/2025