Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I create a Project Milestone from a Project?
    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? 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 from a Project?

    Table of Contents
    Yes, you can. Follow these steps to add a project milestone from the +New button in projects:
    1. Click the Main Menu.
    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.

     
    To know more about Projects, Click here.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger