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How to manage milestones

How do I create milestones and assign cards to milestones on the Gantt chart or in the board view in the best way?

Reinder Visser avatar
Written by Reinder Visser
Updated over 7 months ago

Many projects use milestones as a tool to mark specific points in a timeline. It can also be used to group many cards that belong to the same portion of the project. Some examples are:

  • Project start and end

  • Getting an approval

  • High relevance meetings

  • Planning or execution phases

  • Achieving a key result

In Placker, you can create and manage milestones directly in the Gantt chart (we will call them Gantt milestones in this case) or from the board overview.ย 

Mark cards as Gantt milestones

Important events can be created as cards, then have their type attribute set to be Gantt milestone, as shown in the screenshot below:

This will make it appear as a diamond-shaped element in the timeline, showing exactly when it happens.

Notice that this means that the duration is not visible or relevant in this cases, it's set as a specific moment in the schedule.

Create milestones to be added to cards

Instead of setting a single card as a Gantt milestone, you can also create a separate milestone and add cards to it, then visualize them in in your Gantt chart, Placker provides some options that will allow this type of customizing.

For example, you could create the phases of a project and add it to the cards that are a part of it.

To create a milestone from the board overview, first click on the board settings in the overview to view the board settings, then go to the milestone tab.

You can also click Visibility and select Show milestones markers, which will enable you to see a line on the column that refers to the date defined to that milestone.

Assign milestones to cards

There are three ways to assign cards to milestones:

1. If you only want to update one card, the easiest thing to do is to set the milestone attribute on the right-hand panel when you click on the card.

2. If you want to assign multiple cards to milestones, you can also set the layout of your board to list the cards by milestone, and then simply assign them by drag and drop.


3. On the Gantt view, you can also assign cards to milestones by dragging the order of the card to a milestone.

Re-ordering milestones

You can change the order of milestones by opening the board settings, the Milestones tab, then click the dots at the left of each milestone and drag them to the position you wish.

Edit or delete existing milestones

You can delete a milestone from the button at the right of each milestone:

Questions, issues and feedback

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.


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