Create a milestone
The creation of a milestone can only be done from any task board whether it is related to a project or not.
When in your task board, to create a milestone simply click Add Task
And complete the following fields:
Task title: Enter the name of your milestone.
Note: The milestone name must not contain the apostrophe character (').
Description: you can specify here a description for your milestone.
Set as milestone: Check this box.
Automatically invoice this contract line.... : This field is optional. If you select a contract line here PSOhub will automatically invoice it upon completion of the milestone.
Task list: This field is mandatory. Select the task list related to this milestone. Note that it is not possible to book time towards a milestone.
Due date: Enter here the due date of this milestone. starting date of your task.
The next field will allow you to assign this milestone to one or multiple people.
If your task board is related to a project: In order to select one or multiple member(s) however you must first have defined the team members of this project (tab Team).
If your task board is not related to a project, you will be able to assign right away this milestone to one or multiple user(s) within your whole organization in PSOhub.
The next fields will allow you to:
Priority: set the level of priority of this task.
Status: By default this milestone is set to the status To do. Once your project is started the project member(s) assigned to this milestone will update it until it is completed.
Check List: This section will allow you to create sub-tasks for this milestone.
To do so simply click the field Add item and type the name of this sub-task.
Then hit Enter to add another sub-task. Once you are done, you can check the box Show on card which will display the sub-tasks on the milestone card which will facilitate marking these sub-tasks as completed.
To open the last section of the milestone, click the arrow of Notes & Files.
Notes: You can enter a note here at any given time of the project; once you do, simply click Post note to save the note and the name of the person as well as the date will appear under the note.
Files: You can attach files to this milestone.
Once you are done with the creation of this milestone, click Save.
A milestone will be identified with a green check mark when in the List view or Board view of your tasks.