Clearmargin
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

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

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