Milestones are managed within Initiatives and represent the key deliverables that mark progress along your project timeline. They can be linked to other elements in ClearPoint, helping teams track completion, measure success, and communicate progress to stakeholders.
Learn how to add, edit, and manage Milestones within Initiatives in ClearPoint.
Adding Milestones to an Initiative
Add Milestones from the Initiative Edit Drawer
From the left navigation, click Elements.
Select Initiatives.
Open the Initiative you want to work with.
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Milestones tab in the right-hand drawer.
Click + Add Milestone.
Enter a Name (e.g., Market analysis).
Assign an Owner.
Select a Start Date and End Date.
Click Save.
💡 Milestones appear in both the Initiative’s Milestones tab and the Milestones Gantt Chart for visual tracking.
Add Multiple Milestones at Once
In the Milestones tab, click Add Milestone
Toggle the Add Multiple.
Enter each milestone name on a separate line.
Use Select Fields to assign shared details such as Owner or Dates.
Click Save.
💡 Bulk adding is ideal when setting up new Initiatives with several key deliverables.
Creating Sub-Milestones
Sub-Milestones are smaller tasks within a parent Milestone. They track progress at multiple levels of your project hierarchy—up to four levels deep (Parent → Child → Grandchild → Great-Grandchild).
Add a Sub-Milestone
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Milestones tab.
Click the kebab menu (⋮) and select Edit Milestone.
Navigate to the Edit Fields tab.
In the Parent dropdown, select the milestone it falls under.
Click Save.
💡 Sub-Milestones automatically display beneath their parent in the Gantt Chart.
Bulk Editing Milestones
Check the boxes next to the Milestones you want to update.
Click Edit Multiple.
Choose which fields to update and apply values.
Click Save.
💡 Bulk editing lets you update ownership, timeline, or status for multiple Milestones in a single step.