Creating Milestones in Research Projects helps the team to enhance project planning, establish key project objectives, and align on a project timeline.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To create Milestones in your Research Project:
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Open the project where you want to create a milestone
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Stay in the “Task & Team“ tab
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Navigate to the Project Tasks section
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Click on the Plus icon
in the top right corner of the table
If it is your first task or milestone, click “Add New“ button in the center of the table.
A new window will pop up.
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From the Type dropdown, select Milestone
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Enter a title for the Milestone
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Enter description, if needed
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Enter start and due dates
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Select a responsible person by typing a team member's name and choosing them from the dropdown
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Click “Done“ in the top right corner of the window
The Milestone will appear in the table within your project.
The responsible team member will be automatically notified that a task has been assigned to them.
Insider Tips:
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To create a project Milestone, the user needs to be either a Team Lead or a Team Member
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Start and Due date selection will depend on the configuration set by Admin
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The columns and their order in the tasks and milestones widget will depend on the configuration set by Admin