Milestones in Targetprocess are used to represent some important event for your team, project or company. For example, it could be an important demo for a client, or a company deadline.
You can create and edit Milestones from any Timeline view. Milestones can be linked to one or many Projects. You can view Milestones from a dashboard widget, or display them on a Timeline.
Add, Edit, Delete Milestones
To create a Milestone, go to a Timeline and click the ‘Add Milestone’ icon from the time scale. Then fill in the name, description, color, and date fields. Finally, specify which projects it is related to and click 'Add Milestone'. Now you can see it on your Timeline and can easily compare the end date of an entity with the Milestone and understand whether or not you can complete it on time.
To see the details of a Milestone, just hover your mouse cursor over it.
To modify a Milestone, click the edit button.
Show / Hide Milestones on a Timeline
If a Milestone is linked to a Project in a Timeline view's Projects and Teams selection, then the Milestone will be shown on the Timeline by default. If you don’t want to see Milestones on a Timeline, go to view setup and uncheck the option for milestones from the timeline tab.
List of Milestones on a Dashboard
It is also possible to add a widget for Milestones to Dashboards.
To add the widget, press Actions > Set up dashboard. On Widgets tab find Milestones widget and add it to the layout of your dashboard.
The widget has its own settings. They are accessible by click on the cog wheel icon. Control number of displayed milestones and apply an Advanced Filter to show or hide items based on some specific rule.
Default filter is:
?It.Date >= Today
It shows only future milestones. Past items are hidden.
Only milestones from the projects selected in the dashboard header are shown in the widget. Items from non-selected projects are hidden.