How do I set and use project milestones?
An activity can be specifically marked as a milestone in Birdview PSA. To collate and present available information on existing milestones, a milestones custom report can be created and used.
In the Activity Center, milestone activities are identified with the milestone marker .
Marking activity as a milestone
- In the Activity Center click the activity you want to mark as a milestone.
- Open its details.
- Locate the type of activity selector.
- Click the Not milestone marker on left of the selector to toggle it to its opposite - Milestone state .
You can unite a group of existing tasks under a milestone by simply selecting it as their parent task.
You can also change the activity type to a milestone from the Activity Center context menu.