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