User Manual >> Documentation >> Projects App >> Projects Basic Features >> Project Milestones

Project Milestones

Create milestones

Milestone can add the significant value to the project. Each milestone has a number of tasks associated with it. This allows you to schedule the project with the appropriate segments, which helps to solve the issues arose in the segments. Each milestone is broken into a number of tasks should also define with the start and end date or the deadline for completion and this can be assigned to an employee.

  • Set the duration for the milestone
  • Set the status
  • If the billing method is Milestone billing
  • Set the base fee for the milestone
  • Assigning tasks quickly
  • Mark as complete
  • Print as PDF
  • Delete milestone
  • Create multiple tasks

Tasks

Tasks are the tiniest part but play a major role in the project. A task can be accomplished by a defined time or deadline. These tasks can be assigned to a particular employee.

If the tasks are marked as billable, at time of invoicing the project, automatically these billable tasks are carried for invoicing. In other case if the billing method of the project is time and expenses then task should be completed for invoicing.

  • Add a task
  • Set task duration
  • Assign a task to a person
  • Set task associated with
  • Set the status of a task
  • Set the task as billable
  • Edit/ Delete a task
  • Create multiple subtasks

Sub Tasks

A task can be broken down into multiple sub tasks. Subtasks are structured like a task. This will be found under the task view page one of tabs along with the work log, notes  and documents.

  • Create subtasks
  • Set the subtask duration
  • Edit/ Delete a subtask
  • Mark as complete

Notes

These notes can then easily be viewed by other employees working with this task. This is the way to share the suggestion among them.

  • Add Notes about subtasks
  • Edit notes related to subtasks

Documents

By using Documents App you can share documents easily. Upload all your documents instantly through this app  and share the same with those others who had access to the folder. In order to have your Documents sync properly with App, you must set up your Google Apps.

  • Upload documents
  • Add Google documents
  • Projects App
  • Projects Dashboard
  • Project Attributes
  • Navigation
  • Configuration features
  • Projects Basic Features
  • >   Project Creation
  • >   Billing Method
  • >   Project Milestones
    User Manual >> Documentation >> Projects App >> Projects Basic Features >> Project Milestones

    Project Milestones

    Create milestones

    Milestone can add the significant value to the project. Each milestone has a number of tasks associated with it. This allows you to schedule the project with the appropriate segments, which helps to solve the issues arose in the segments. Each milestone is broken into a number of tasks should also define with the start and end date or the deadline for completion and this can be assigned to an employee.

    • Set the duration for the milestone
    • Set the status
    • If the billing method is Milestone billing
    • Set the base fee for the milestone
    • Assigning tasks quickly
    • Mark as complete
    • Print as PDF
    • Delete milestone
    • Create multiple tasks

    • Tasks

    Tasks are the tiniest part but play a major role in the project. A task can be accomplished by a defined time or deadline. These tasks can be assigned to a particular employee.

    If the tasks are marked as billable, at time of invoicing the project, automatically these billable tasks are carried for invoicing. In other case if the billing method of the project is time and expenses then task should be completed for invoicing.

    • Add a task
    • Set task duration
    • Assign a task to a person
    • Set task associated with
    • Set the status of a task
    • Set the task as billable
    • Edit/ Delete a task
    • Create multiple subtasks

    Sub Tasks

    A task can be broken down into multiple sub tasks. Subtasks are structured like a task. This will be found under the task view page one of tabs along with the work log, notes  and documents.

    • Create subtasks
    • Set the subtask duration
    • Edit/ Delete a subtask
    • Mark as complete

    Notes

    These notes can then easily be viewed by other employees working with this task. This is the way to share the suggestion among them.

    • Add Notes about subtasks
    • Edit notes related to subtasks

    Documents

    By using Documents App you can share documents easily. Upload all your documents instantly through this app  and share the same with those others who had access to the folder. In order to have your Documents sync properly with App, you must set up your Google Apps.

    • Upload documents
    • Add Google documents
  • >   Sub Projects
  • >   Project Gantt Chart
  • >   Advanced features
  • Integration