FAQs in this section
Is the Project Milestones module available in the Sales Professional edition? What is a Project Milestone? How do I create a Project Milestone from a Project? How do I export a Project Milestone record? How do I print a Project Milestone record? How do I create a Project Milestone from Quick Create? What are the columns that are visible in the List View? What are Summary View actions? What are the important fields in Project milestones? What are the actions possible on a Project milestone record? How do you change the template of a Project Milestone? How do you create a Project Milestone from Quick Create? What are the different ways you can view a Project Milestone record? What are the different List View actions you can perform on the Project Milestone record?
How do I create a Project Milestone?
Table of Contents
Follow the steps below to create a project milestone:
- Go to the Projects tab.
- Select the Project Milestones module.
- Click +Add Project Milestone button.
- Fill in all the necessary details.
- Click Save to create the project milestone record.
- Click Save and Continue if you want to add more details.
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