How to enable the Project Milestone ?

Roles and Permissions:

Organization Owner/Manager:

They can can access General Settings.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

This setting allows to set the milestone of a project. To enable the Project Milestone setting, follow the instructions below:

STEP 1

Click on the Settings tab on the left sidebar, then select Project milestone under Organization & Department

Here you can easily enable/disable your project milestone. Click Enable and Yes to update the settings.

Note: Org. owner/manager can enable or disable this setting (if required) and by default, it will be set to Disable.

Now go to Project module>>add a project(in case project is not added)>>after adding project >>click on three dots against the project name>> Select View Project

Now click on Milestones .

Enter the details like : Milestone Name, Project Name, Start Date, End date, Budgeted Hours, flag and Click on Save Button

Flag Internal means : Milestone will be visible only to Project users.
Flag External Means: Milestone will be visible to both Client and Project users.
Click on Check Box to edit the milestone details if needed.

To see milestones under Project Overview > Milestones widget, please follow these steps:

Step 1: Create a Milestone.

Step 2: Create Task list associated with that Milestone.

Step 3: Add Task in Task List.

Now you will be able to see it under Milestone widget.
Please note, it is the functionality to have atleast one task under milestone to see it in this widget.

Updated on: 04/06/2025