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:
- Navigate to Conduct Research
- Open the project where you want to create a milestone
- Scroll to the Tasks & Milestones section of the project
- Click “Add New“ button or a Plus icon
- From the Type dropdown, select Milestone
- Enter a title for the Milestone in the “Title“ field
- Enter start date, due date, or duration
- Click “Done“
The Milestone will appear in the table within your project.
- Click on the space under “Responsible“ column if it is available
- Start typing a name of the team members
- Select the name of the assignee from the dropdown
Insider Tips:
- To create a project Milestone, the user needs to be either a Team Lead or a Team Member
- Start and Due date selection will depend on the configuration set by Admin
- The columns and their order will depend on the configuration set by Admin