How Can You Set Up and Monitor Project Milestones in Zoho Projects to Keep Your Team Aligned with Long-Term Goals?

How Can You Set Up and Monitor Project Milestones in Zoho Projects to Keep Your Team Aligned with Long-Term Goals?


Info

Milestones in Zoho Projects act as key progress checkpoints and help track high-level deliverables. They divide a project into measurable phases.

  1. Create Milestones:

    • Go to your project → Click on Milestones → Click + New Milestone.

    • Name the milestone, set a due date, assign an owner, and mark its status (Active, Upcoming, Completed).

  2. Link to Task Lists:

    • While creating a Task List, assign it to a milestone.

    • All tasks under that list will be grouped within the milestone’s scope.

  3. Track Milestone Progress:

    • Use the Milestone Dashboard to view open/completed tasks and percentage completion.

    • You can also view milestone timelines via the Gantt Chart.

  4. Client Visibility:

    • If clients are involved, share milestone progress for transparency and collaboration.

Why This Workflow Matters:
Milestones offer a high-level view of project progress, help prioritize critical outcomes, and ensure alignment between teams, clients, and stakeholders.