Help & Documentation

Welcome to MilestonePlanner help. Find comprehensive guides and tutorials to help you get the most out of your planning experience.

Getting Started

New to MilestonePlanner? Start with these essential topics to understand the core concepts and get up and running quickly.

Learn how to create and manage milestones in your plans.

Organize your milestones into logical groups with workstreams.

Break down milestones into actionable tasks and assignments.

Lock milestones together so a replan moves everything that follows.

Repeat actions, milestones, workstreams or whole plans (Professional Edition).

Collaborate with your team and share plans effectively.

Control who can view and edit your plans with roles and permissions.

Follow every change to a plan in a live, micro-blog style feed.

Explore different ways to view and analyze your plans.

Generate reports and capture plan snapshots for documentation.

Integrate your plans with external calendars and RSS feeds.

Reuse plans as templates and export them for documents and presentations.

Update your name, profile picture and account details.

Use Milestone Planner on phones and tablets via the mobile web.

Practical guidance for putting together a clear, effective plan.

Can't find what you're looking for? Our support team is here to help.

We’d love to show you how MilestonePlanner can take your organisation to the next level.