Defining a milestone for a task
You can set a milestone for a task to ensure that task is complete before the workflow proceeds.
Before you begin
Before you can define a milestone for
a task:
- You must define milestones by going to Plan Settings > List Definitions > Workflow
Milestone Types. Note: You must have administrative privileges to define milestones.
- The Milestone Type column must be present in the workflow layout. You can ensure that it is present by basing the project on a template that uses milestones or by editing the workflow layout.
Procedure
- Open the project, then open the Workflow tab.
- If necessary, change the layout of the spreadsheet view to show the Milestone Type column.
- Click Edit to make the workflow spreadsheet editable.
- In the Milestone Type column, in the task row for which you want to set a milestone, select a milestone from the drop-down list.
- Click Save or Save and Finish to save the milestone you set.
Results
The milestone is now in effect for the project.