Milestones and Targets

Two light-weight pages in the Planning group help you keep an eye on the big picture. Milestones are dates that matter, such as "Client sign-off". Targets are numbers you want to reach, such as "Sign 10 contracts". Neither one is a task: they sit beside your tasks and do not change them.

Milestones

A milestone is a title and a due date, optionally tied to a project. You tick it off when you get there.

Open Milestones in the sidebar.

What you see

1. The Add Milestone button in the page header.
2. Four summary cards: Total, Completed, Pending and Overdue. A milestone counts as overdue when it is still pending and its due date has passed.
3. Filter buttons: All, Pending and Completed.
4. One row per milestone. Each row has a circle you can click, the title, the due date, the project name if it has one, and edit and delete icons. A completed milestone shows its title crossed out and the date it was completed. An overdue date is shown in red.

If the list is empty, the page says No milestones yet.

How to add a milestone

1. Click Add Milestone.
2. Type the title in Milestone title.... It is required.
3. Pick a due date. This is required too.
4. Under the date, choose a project, or leave No project.
5. Click Create.

How to complete, edit or delete a milestone

• Complete it. Click the circle on the left of the row. It becomes a check mark. Click it again to put the milestone back to pending.
• Edit it. Click the pencil. The window is named Edit Milestone. Change the fields and click Update.
• Delete it. Click the trash icon and confirm.

Targets

A target has a title, a goal number and a unit, for example 10 "contracts" or 500 "km". You push it forward one step at a time and watch the bar fill.

Open Targets in the sidebar.

What you see

1. The Add Target button in the page header.
2. One card per target, in a two-column grid on wide screens. Each card shows the title, the unit, the current value out of the goal, a progress bar, the percentage and the due date if you set one.
3. A +1 button at the bottom of each card, and a trash icon at the top.

With no targets yet, the page says "No targets yet. Create your first target to start tracking."

How to add a target

1. Click Add Target.
2. Type a title in Target title....
3. Enter the goal in Target value. This is a number, and it is required.
4. Enter a unit in Unit (e.g. km). If you leave it empty, the unit is "count".
5. Optionally pick a Due date.
6. Click Create. A new target starts at 0.

How to update a target

Click +1 on the card each time you make progress. The bar and percentage move up. When a target reaches 100% the bar turns to a done colour and +1 is switched off.

Targets move one step at a time. The page has no field to type a value, and no way to edit a target after you create it. If you make a mistake, delete the target (the trash icon, then confirm) and add it again.