Apply a Milestone Template
Pre-populate project milestones using a saved template with relative date offsets.
Steps
- 1Open a project detail page
/dashboard/projects/[id]. - 2Go to the "Milestones" section.
- 3Click "Apply Template".
- 4Select a milestone template from the list.
- 5Set the "event date" as the anchor date — milestones are placed at relative offsets from this date.
- 6Review the auto-populated milestones and adjust if needed.
- 7Save — milestones are added to the project.
- 8To create or manage templates, go to the milestones section and click "Save as Template" after setting up project milestones.