How-To and Help / Project Planning and Management

Project Management: Milestone Tracker

The Project Milestone Tracker provides a concise overview of what's done, what's next, and what's going on.   

First, navigate to your project (or list) using the list icon at the bottom of the screen.

Once you've navigated to the project,  click  the   ellipsis under the heading to show views - and click "Milestone tracker"

Once you've navigated to the project,  click  the ellipsis under the heading to show views - and click "Milestone tracker"

 

Add new milestones from the previous view, or by using the "Add milestone" button.

You have access to the same options within any item by right-clicking to get the context menu in ResultMaps.

 

You can also use the "Add #next steps" option to add items "TextGenius-style" under anything in the view.

Tip:  Anything given the tag "#next" will show up in the "Next" column of the result (or milestone) it belongs to.