The Milestones in Projects App is a reference point that denotes a major activity in a project and is used to monitor the progress of the project. The Projects App allows you to create Milestones and each milestone consists of a number of tasks that are assigned to an employee.
This feature allows you to set a default assignee for the tasks created in the project’s app, reducing the need for selecting the employees manually, each time a project is created. While creating milestones and tasks, there are two ways to set the default assignee:
- Static - The Static option lets you select the preferred assignee from the list of employees.
- Dynamic - The Dynamic option automatically picks up the logged in user as the default assignee.
Steps to Set the Default Assignee
- Login and access the Projects app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Customize app and selects the Master Layout.
- By default, the Assigine Type will be Disabled.
- To Enable the Assignee Type, click on the Hirerichal view.
- Scroll down to view the Assignee Type, enable the Toggle.
- Save the Changes.
- Now, click on Settings → Projects → Templates.
- Click on an existing template or create a new template.
- Here, click on the Create button.
- In the Create Template, enter the Name and other details.
- Under the Project Information section, you can see the Assignee Type field.
- Select the Assignee Type as Static.
- Search and select the employee in the Project Manager field.
- Then, click on the Create button.
- The Project Template will get created.
- In the Template overview, you can view the Milestones.
- Click on the Create Milestone.
- In the Create Milestone side panel, set the Assignee Type for the Milestones also.
- Then, click on the Create button.
- You can view the created template on the list.
- Now, create a project and select the above-created template in the Template dropdown.
- On selecting, the Project Manager will be auto-populated.
- Whenever a project is created using this template, the default milestone will get created with the selected assignee.
