Topics

Overview

Sometimes you want to measure progress of your plan items not just by completion the issues comprising the the scope but also intermediate milestones. It might be just a checklist with dates or proper milestones planned and tracked. In “Easy Peasy“ App you can define intermediate milestones for any roadmap item and track it on Roadmap and Calendar views (including the Dashboard Gadgets)

Manage milestones

Click on any item on Roadmap or Calendar to open details popup. Navigate to Milestones tab unless this is the last tab you used (will be redirected automatically)

Open

Add milestone

Adding milestone is easy - just put a name, date and click “Add“.

Open

Edit milestone

We support in-line editing for Milestones so pick the property you want to change and alter.

Achieved flag & date

By default all milestones are not-achieved. You manually need to check it for this to change - milestone becoming achieved and achieved date is populated automatically.

If you need to change achieved date this is also possible - just click on it and pick up a new date.

Color coding

We use some predefined color coding for milestones to visually differentiate them, namely

• Grey - not achieved and not delayed

• Red - Not achieved and delayed

• Orange - achieved and delayed

• Green - achieved and not delayed

Ordering milestones

Milestones are ordered the way you create it. To change it, just drag and drop specific row to the place you want to keep it.

Delete milestones

To delete Milestone click on “X“. The confirmation pop up will show up. Upon confirmation milestone will be permanently deleted.

Milestones on Roadmap and Calendar views (incl. Gadgets)

Once configured all the milestones that matches Start/End dates of your plan items will be shown automatically on the Roadmap. The color coding matching matching the color described in the section above.

On Roadmap view specifically you can also move Milestones and amend planned date accordingly. To do so put a mouse on milestone. The cursor will change. Click on it and move left/right to amend the planned date.

On the Calendar view Milestones are not shown automatically. If you want to see them in addition to End Dates of your items toggle on appropriate setting in menu ribbon.

In addition to Roadmap and Calendar view Milestones are also shown in Roadmap and Calendar Gadgets (for Calendar you need to configure this option specifically)