Milestones and templates
Mark the big moments of a project, and start new projects from a template.
Milestones
On a project's Milestones tab, project managers click + Milestone and give it a name, dates, an owner and a description.
- Link task lists to a milestone (edit the task list and choose the milestone). The milestone's progress follows the tasks in those lists.
- The milestone's owner or a project manager clicks Complete when it's reached.
- Late milestones are marked in red. Milestones show on the calendars and on the dashboards.
Templates
A template is a project you copy: its task lists, tasks, subtasks, checklists, milestones and (if you choose) members and task owners.
- Open a project, click ... then Save as template. Or click Templates > + New template and build one.
- To use one, open Templates, click Use template, then name the project and choose its start date. Every date moves with the start date.
Templates are in the Standard plan and above.
Duplicate a project
Click ... then Duplicate project to copy a project with a new start date. Comments, files and history are not copied.