Milestone management

Create predefined milestones

Predefine a list of milestone templates with their corresponding owners and approvers. This creates a reusable library of standard milestones that can be used across launches and templates.

All predefined milestones are available to all users in the workspace

1. Go to Settings > Milestone Management

2. Click "Add a new milestone"

3. Enter milestone details:

   1. Name (required)

   2. Owner (individual user or team)

   3. Approvers (individual users or teams, if relevant)

Use predefined milestones

Your predefined milestone library can be used when creating milestones in:

• Stage Management: When adding milestones under specific stages

• Launch Details: When creating milestones directly in a launch

• Templates: When setting up milestone templates for reuse

How it works: when creating a milestone, click the arrow next to "Add new milestone" and select "+ Import from existing list" to choose from your predefined milestones. This ensures consistency and saves time on repetitive milestone setup.