We are setting up your first plan for you
Create your first Milestone
Click on a workstream to add milestones. Click "+ add a milestone" over on the right.
Top Tip: Don't worry about creating the milestone in exactly the right place - you can move it later.
Well done, you've created your first milestone! Milestones represent when specific things will happen in your plan or project. You are on your way to making things happen.
Give your milestone a title
Click in the title box and type a title. Click on the green tick or hit enter to save it.
Top Tip: If the edit title box is not showing, simply click on the Milestone title to edit it.
Your milestone now has a title! Good milestone titles describe what you want to be achieved... for example Server Installed, House decorated, or 300 Units Sold are all great titles.
Change the date of a milestone
Click and drag the milestone to the left. Left is earlier and right is later on the timeline. You can see the date on the Milestone and up on the timeline.
Top Tip: You can change the date of a milestone at any time to reflect how your plan is changing. Any changes are tracked and can be included in reports.
You've just given your milestone a new date! Milestone dates track when something is to be completed by.
Now try giving your milestone a new status
Click on the green milestone triangle. Click the yellow, orange or red triangle to change the status.
Top Tip: The Milestone status can be used to indicate the priority, risk or anything else that you would like it to.
You've just changed the status of a milestone! You can edit the names of each status by clicking the legend at the bottom right of the screen.
Now try giving your milestone a new owner
Click on your name, below the milestone title, and enter a different name. Press the green tick to confirm.
Top Tip: The owner is the person responsible for achieving a Milestone - it might be you or someone else. Later on you can invite people to Milestone Planner, if you wish. Then they can keep their own Milestones up-to-date.
Congratulations, Your milestone now has a new owner! Later on we'll show you how you can invite people to update their own milestones. Less work for you to do!
Mark a Milestone as Completed
Click on the milestone triangle, then click blue to mark the milestone done.
Top Tip: In Milestone Planner, blue means complete. You can use the other types of status for anything you like - there is an editable legend at the bottom right of the screen.
You have marked a milestone as completed, and the progress bar has updated. You can email a copy of the project using the mail icon at the bottom of the screen at any time.
Create a new Workstream
Click where you see: "+ add a workstream". Give your new Workstream a title by typing in the highlighted box.
Top Tip: You can divide your project into as many workstreams as you need.
You've just created a workstream! Remember to give it a title. Workstreams help to organise your project. Use them to represent specific objectives: "Sign up new customer"; or areas: "Design team, Marketing, ..." or locations: "Europe, US, ..."
Move a Milestone to a new Workstream
You have nearly mastered the basics of Milestone Planner! Try clicking and dragging milestones up or down from the first workstream into the new one.
Top Tip: By dragging milestones, you can rapidly update and reorganise your plans.
Workstreams are a useful way to group milestones, teams or track goals! You can re-arrange milestones any time you like
You've completed the Tutorial
Congratulations! You've mastered the basics of Milestone Planner. Build up your plan by adding some more milestones, then try clicking on the envelope icon in the bottom right hand corner of the screen and see what happens. Once you are happy with your plan then explore some of the other areas of Milestone Planner - e.g. the Dashboard
Top Tip: If you need help at any time there's a help button at the bottom of the screen. You can quit the tutorial and start to make your first plan now!