Now that you know your way around items, fields, and the Items Table, it's time to take a look at milestones. Milestones are fixed indicators that you can add to a roadmap in addition to items. A roadmap's milestones can be displayed on a Timeline together with the roadmap's items and are a great way to spotlight goals, achievements, events, and other related time markers.
There are two ways you can add milestones to a roadmap: manually or by importing them from a CSV file. In this article, we show you how to add a milestone manually to the Milestones Table.
The Milestones Table gives you a tabular view of a roadmap's milestones. Each row in the table is a milestone, and each milestone is made up of fields, one field per column in the table. With every milestone you create, a new row is added to the table.
Add the milestone to the Milestones Table
Every roadmap created from scratch starts out with four default fields in the Milestones Table: Milestones, Description, Date, and Milestone Type.
1. On the View navbar, click the Milestones icon.
2. Click the Create New Milestone button (only appears when the table is blank).
3. Click the + Milestone button.
4. In the Create New Milestone dialog, enter a Milestone Name. This name appears in the Milestones field.
5. Click Create.
NOTE: The dialog stays open until you close it so you can continue to quickly add more milestones one after another.
Enter a description
The milestone gets added to the table as a new row. You'll notice that the Milestone Type field gets filled in automatically with a best guess based on the name, but you can select a different type (see below).
1. Click inside the milestone's Description field to open the milestone card.
2. In the milestone card, type a description of the item. You can ignore the rest of the card for now.
3. To save the and go back to the Milestones Table, click anywhere off the card.
Set the milestone date
1. Click inside the milestone's Date field to open the date picker.
2. Select a date in the date picker. The default is today's date.
NOTE: Unlike items, milestones have a single fixed date.
3. To save, click anywhere off the date picker to close it.
NOTE: You can also set the date in the milestone card.
Change the Milestone Type
1. Click inside the milestone's Milestone Type field.
2. In the dropdown, select the new type.
NOTE: You can also change the type in the milestone card.
View the milestone in the milestone card
Congratulations! You've just added your first milestone. To view details of the milestone, click the Description in the table to open the milestone card. The milestone card is like command central for milestones, where you can view, edit, and manage everything associated with a milestone.
Now that you've seen how to add milestones to a roadmap to punctuate important dates and other indicators related to the roadmap's items, you're ready to graduate to the really powerful (and fun!) feature of Roadmunk: visualizations. There are two types of visualization: Timelines and Swimlanes.
In the next article of the tutorial (Step 6. Create a Timeline visualization), we take a look at how to create a Timeline to beautifully visualize a roadmap's items. We also show you how to display and format the roadmap's milestones in your Timeline.