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How to Create a Milestone in PSOhub

Learn how to create a milestone in any plan in PSOhub and configure its fields, assignment, and invoicing settings

Published: 1 June 2026

Audience

  • Admin

  • Project Manager

Objective

This article explains how to create a milestone in PSOhub from any plan, configure its properties, and identify it in the Projects and Tasks modules.

Prerequisites

Eligible access
        You must have Admin or Project Manager access in PSOhub.

Project with a tasklist
        A corresponding project and tasklist must already exist.

Pre-existing contract line to trigger invoice
        If you want to trigger an invoice upon milestone completion, a contract line must                        already be setup in the project.

Steps

📌 Note: There are 2 ways to create a task with a milestone in PSOhub: at the project                    level and in the Tasks module. 

To Create a Milestone at the Project Level:

  1. Open the project in PSOhub.
  2. Navigate to the Tasks tab.
  3. In the List view, make sure your tasks have Group by: Tasklist selected.
  4. Click the + button in the tasklist bar where you want to add the task. A blank task appears in the corresponding tasklist. 
  5. Type in the name of the task.   
  6. Click the task to open its properties.
  7. In the left-hand pane, complete Assigned to, Start Date, Due Date, Description and Checklist if applicable.
  8. In the right-hand pane, complete the relevant fields in the General tab.
  9. Scroll down to Milestone and toggle to ON.
  10. If you want to trigger an invoice when this milestone is reached, select the corresponding contract line in the field Invoice Contract Line on Milestone Completion that appears above Milestone. 
  11. Click Save. 

To Create a Milestone in the Tasks Module:

  1. Navigate to Tasks > All Tasks or Tasks > My Tasks. 
  2. Click + Add task. 
  3. Follow Steps 7-11 above. 

Result

The milestone is created and identified by a flag icon in both the Tasks tab of the project and the List view in All Tasks and My Tasks. It appears alongside regular tasks and can be assigned, tracked, and updated in the same way. If invoicing was enabled, PSOhub will prompt invoicing when the milestone status is updated to Completed.

Next Steps

✅ Update and complete a milestone
        Learn how to update milestone status and mark it complete from Tasks or the project plan.                    Tasks and Milestones: How to Update & Mark Tasks Complete in PSOhub

✅ Understand task assignment: business unit vs resource
        Learn when to assign a milestone to a business unit rather than a named resource.
         Task Assignment: Business Unit vs Resource in PSOhub

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