Milestones and Roadmaps
Milestones are Task Lists linked to the Roadmap, allowing you to track progress based on the completion of Tasks within them. They are ideal for monitoring sprints, project deliverables, phases, content calendars, and more!
Note: There are two types of Roadmap modes:
Auto: Updates Milestones based on the dates of Tasks within them.
Manual: Allows you to set specific date ranges for Milestones that Tasks must adhere to. Learn more about these modes here.
Creating a Milestone
There are two ways to create a Milestone in Nifty:
Graphing a List as a Milestone
Select List: Hover over the List's name on the Project's Task screen to reveal the option dot menu.
Show in Roadmap: Choose Show in Roadmap as Milestone. Your List will now appear as a Milestone on the Roadmap.
Creating a New Milestone
Access Roadmap Screen: Go to your Roadmap screen.
Add a Milestone: You can either select an existing List or create a new one to graph as a Milestone.
Any Tasks added to a Milestone will also appear in the corresponding List on the Task screen.
Automating Milestone Progress Reporting
Milestones update in color based on the completion status of Tasks within them:
Green: All Tasks are complete.
Orange: Reporting the percentage of open and completed Tasks.
Red: Milestone (and open Tasks) are overdue.
Gray: No completed Tasks and not overdue.
Setting Milestone Dependencies
Milestone Dependencies are useful for phase-based workflows. If you can't start the next phase until the current one is complete, use Milestone Dependencies.
Apply Dependency: Apply from within a Milestone.
Lock Tasks: Tasks within the dependent Milestone will be locked and cannot be completed until all Tasks in the dependency Milestone are completed. Tasks can still be edited and moved across active Statuses while locked.
Once applied, the Tasks within the Milestone will be locked and cannot be completed until all of the Tasks in the dependency Milestone are completed. Note that these Tasks can still be edited and moved across active Statuses while they are locked by a dependency.
Optimizing Your Roadmap Visualization
There are a few ways you can control your Roadmap to optimize your insights into your Milestones and their respective Tasks.
Viewport Control
You can toggle between Day, Week, Month, and Year views of your Roadmap to focus on different timeframes for your project. Use the D/W/M/Y switch at the bottom right of the Roadmap to select your preferred view.
Expanding Milestones
You can expand a Milestone to view the individual Tasks within it by selecting the down arrow in the Milestone Sidebar.
Drag and Drop Tasks: Adjust start, due, and both start and due dates by dragging and dropping Tasks.
Date Flexibility: The ability to move Tasks beyond the Milestone’s start and end dates depends on the Milestone Mode used in your Roadmap.
Compact View
For projects with a high volume of Milestones or Tasks within expanded Milestones, enabling Compact View will reduce the height of Milestones and their Tasks, allowing you to maximize the amount of data displayed on the Roadmap.
Collapsable Milestone Sidebar
The left arrow at the top of the Milestone sidebar allows you to collapse the sidebar, maximizing the horizontal space of your Roadmap.
Learn More about Roadmaps
Additionally, you can learn more about the Importance of Milestones in Project Management in the linked article. 🚀