Creating and Managing Project Milestones in Britixo?

Introduction:

Milestones in Britixo help you plan and monitor critical stages of a project. They’re used to mark delivery checkpoints, phase completions, or major objectives. Each milestone can be assigned a due date and linked with tasks, giving a clear overview of the project's progress toward completion.

Step-by-Step: Add a Milestone in Britixo

1. Access the Project

• Go to Projects from the left sidebar
  
  

• Click on a specific project to open it
  
  

2. Open the Milestones Tab

• Click the Milestones tab inside the project workspace
  
  

• Then click the green New Milestone button
  
  

3. Fill in Milestone Details

• Name: Give the milestone a clear title (e.g. "Design Approval")
  
  

• Due Date: Set the target completion date
  
  

• Description: (Optional) Add context or requirements
  
  

• Order: Enter a number to control milestone display order
  
  

4. Save the Milestone

• Click Save
  
  

• The milestone is now listed in the Milestones tab
  
  

Assigning Tasks to Milestones

Once a milestone is created:

1. Go to the Tasks tab within the same project
   
   

2. Click on a task or create a new one
   
   

3. In the task form, under Milestone, select the one you just created
   
   

4. Save the task
   
   

You can assign multiple tasks to a single milestone. Each task’s progress will contribute to the milestone completion rate.

Viewing Milestone Progress

In the Milestones tab:

• Each milestone displays:
  
  

• Number of tasks linked
  
  

• Completed vs total tasks
  
  

• Progress bar (auto-calculated from task statuses)
  
  

Milestones are automatically updated as tasks linked to them are marked complete.

Editing or Deleting a Milestone

1. Go to the Milestones tab
   
   

2. Click the Edit icon next to the milestone
   
   

3. Make changes to the name, due date, or description
   
   

4. Click Save
   
   

To delete:

• Click the Delete icon (trash bin)
  
  

Deleting a milestone will not delete the tasks linked to it, but the tasks will no longer be grouped under that milestone.

Tips:

• Use milestones to represent project phases (e.g. Planning, Design, Testing, Delivery)
  
  

• Keep the number of milestones limited to maintain clarity
  
  

• Review milestone progress weekly for accurate reporting and planning.