Create Milestone

Creating a milestone allows you to define significant stages or goals within your project. Milestones help you track progress and align testing efforts with project objectives.

How to Create a Milestone

1. Access the Milestone Timeline Dashboard

   • In the top navigation panel, click Milestones.

2. Initiate Creation

   • Click + Milestone in the dashboard.

   • The Create Milestone dialog box appears.

3. Define Milestone Details

   • Name: Name the milestone to reflect the milestone’s purpose (e.g., "Feature MVP Launch").

   • Description: Add objectives, scope, owners, or dependencies.

   • Parent: Leave as "None" (default) for a parent milestone.

   • Date Range: Set start and end dates to establish the timeline.

4. Save the Milestone

   • Click Add Milestone. The milestone will appear under the Milestones Timeline Dashboard.

Create a Sub-Milestone

A sub-milestone is a smaller, more focused milestone that is linked to a parent milestone. Sub-milestones allow you to break down larger milestones into manageable sections, ensuring finer control over progress and deadlines.

1. You can create sub-milestones through multiple methods:

   • Using the "+ Milestone" button

     • Click "+ Milestone" in the Milestone Timeline Dashboard.

     • In the Parent field, select your desired Parent Milestone.

   • Via Parent Milestone context menu

     • Locate the Parent Milestone in your dashboard.

     • Click the ⋮ (options) menu associated with it.

     • Select "Add sub-milestone" from the dropdown options.

   • From Milestone Status View

     • Navigate to the Parent Milestone's Status View.

     • Find the SUB MILESTONES section.

     • Click the "+" button in the top-right corner of this section.

2. Follow the same steps as creating a parent milestone:

   • Set a Name, dates, and description.

3. Save the Milestone

   • Click Add Milestone. The milestone will appear under the Milestones Timeline Dashboard or SUB MILESTONES section.

Note that the system currently supports only two hierarchical levels (parent and sub-milestone).

Best Practices

1. Use Descriptive Titles: Ensure milestones are easily identifiable (e.g., "User Acceptance Testing" vs. "Phase 3").

2. Leverage Sub-Milestones: Break complex phases into smaller tasks (e.g., "API Testing" under "Integration Testing").

3. Align with Dependencies: Adjust dates if upstream/downstream milestones shift.

4. Archive Completed Milestones: Move finished milestones to Completed Milestone list to maintain focus on active work.