FAQs in this section
Is the Project Milestones module available in the Sales Professional edition?
How can I create a project milestone?
How can I export a project milestone record?
How can I print a project milestone record?
How can I create a project milestone from Quick Create?
What is a project milestone?

Can I create a project milestone from a project?

Yes, you can. Follow these steps to add a project milestone from the +New button in projects:
  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Projects module.
  4. Open any particular project.
  5. In the Summary view, click the +New button on the right-hand side top corner of the screen.
  6. Click the Add or Create button.
  7. Click on Project Milestones.
  8. Enter all the necessary details.
  9. Click Save to create the project milestone.
    • Click Save and Continue to enter more information.
This newly created Project Milestone will be linked to the selected Project.

 
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube