Strategies and Initiatives

Creating Milestones

Method 1: Hover and Right-Click on the Timeline

1. Hover Over the Timeline: Move your mouse over the strategy or initiative where you want to create a milestone.

2. Right-Click: Right-click on the desired spot on the timeline.

3. Select the Option: Choose the “Add Milestone” option from the menu.

Method 2: Use the Drawer

  1. Open the Drawer: Click on the strategy or initiative you want to work on to open its drawer.

  2. Click the Create Icon: Look for the “Create” icon in the drawer and click it to set up a new milestone.

Additional Options When Creating a Milestone

  • Set an Owner: Assign someone who will be responsible for the milestone.

  • Add a Target Date: Specify a due date to ensure the milestone aligns with your strategy’s timeline.

  • Provide a Description: Include any necessary details or context for the milestone.

Optional: Add Tasks to the Milestone

  • Once the milestone is created, you can add tasks to it.

  • Why Add Tasks?: Tasks help you break the milestone into actionable steps and track progress more effectively.

  • Note: Adding tasks is optional, but it provides a more detailed view of your progress.

Use these steps to create milestones effortlessly and keep your strategy on track!