Adding Milestones During Project/Document Creation

While creating a project or a document, you can set milestones on the go:

  1. Add New Milestones: Specify the name, due date, and any additional details.
  1. Set Reminders: Choose the reminder date and notification channel (email or in-app).
    1. Set Reminder Date & Time: Choose the specific date and time to receive the reminder.
    2. Quick Options: Use pre-set quick options for common reminder schedules for convenience.
    3. Repetition Rate: Select how often the reminder should repeat until the milestone’s due date (e.g., daily, weekly, or custom intervals).
    4. Notification Method: Choose how you want to be reminded via email or in-app notifications.
  1. Edit Milestones: Update milestones’ due dates or details anytime during project/document creation.

This allows you to align milestones with your workflow from the very beginning.