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 create a Project Milestone from a Project?
How do I export a Project Milestone record?
How do I print a Project Milestone record?
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 Quick Create?
Table of Contents
Yes, you can create a project milestone by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a record using +, Quick Create:
- Click the + icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Project Milestone from Project.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Projects, Click Here.
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