How to create Milestone status in Projects App?

Updated on January 22, 2020 04:05AM by Admin

Apptivo has a dedicated App to maintain all the Projects. However, a project becomes successful only if the different stages are complete. Apptivo has a dedicated set of Milestones that you can add for your Projects.

There might be instances where you might require to have a different Milestone. You can create it smoothly with Apptivo.

  • Go to Settings in the Projects App → Projects AppStatusesMilestones.
Milestones

  • Here, you can edit an existing Status or disable it. Disabling a status delists it from the Milestone status section when a Project is created.
  • Now, click on create to create a new Milestone status.
Create new Milestone

  • You can add a name and description of the status in the Create Status page. Now, click create.
Create Status page

  • Once the status is created, navigate to Create a Project page to record a new project.
  • In the Overview page of the record, select Create Milestone to add Milestone to the Project.
Overview Page

  • In the Create Milestone page, you can see Decision Pending is added as a Status.
Status Created

  • You can add this status to Milestone and proceed with the Project.