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 milestone directly in the Gantt chart (we will call them Gantt milestones in this case) or from the board overview.
Convert cards into Gantt Milestones
The second way is shown in the screen recording below, here you set cards as Gantt milestones directly from the Gantt view, first set the layout to list your board by milestone, then you can create a milestone by clicking on the + sign next to the board.
Manage milestones in the Gantt chart
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, if you click set layout, you can group the cards by milestone instead of the default mode, which is lists.
You can also click Filter & Settings and select Show milestones on top. This way, you will see the default layout of cards but with rows for milestones on top.
Another possibility is to select Show milestones markers, which will enable you to see a line on the column that refers to the date defined to that milestone.
The recording below shows how to do this:
Create milestones to be added to cards
The screen recording below shows you how to create a milestone from the board overview pop-up. First click on the board title in the overview tab to view the board settings, then go to the milestone tab.
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.
4. You can also apply a milestone to all cards that are planned within a timeframe, as in the following GIF:
You can change the order of milestones by changing the order in the Gantt chart, you can do this by dragging a milestone to its new position. This is shown in the screen recording below.
You can delete a milestone from the board detail pop-up, you can access the detail pop-up from the overview tab or by clicking on the board title. Go to the milestone tab to delete a 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.