When managing projects with Insightly, you have two different ways to organize a project's tasks: Pipelines and Milestones. Pipelines are a series of stages set up by an Insightly administrator. They set out standard, step-by-step processes for a project.
Milestones are a flexible way to set target dates and can also be used to group tasks. They're created as you go and aren't standardized, so they're great for projects that vary or for projects that have multiple teams working on different priorities.
When you add a Milestone to a project, you'll select a due date and a user to assign it to. In the image above, we see a project with five Milestones. Those Milestones could have tasks related to them.
Like tasks, you can mark a Milestone complete by clicking the three dot menu to its right. If there are related tasks, you'll need to mark those complete on the Activity subtab. When you edit a Milestone's due date, Insightly can automatically adjust the due dates for future Milestones and related tasks for you.
Creating a group of Milestone tasks
Activity Sets automatically generate a group of tasks based on a template.
When you apply an activity set to a project from the Actions menu, you'll be able to select which Milestone all the tasks will be related to. This saves you the time of entering the same individual tasks over and over.
Viewing a project's Milestone calendar
You can view your own Milestones in your Insightly calendar, but you can also view all of a project's Milestones in a calendar view. To switch from the agenda view to the calendar view, click the calendar icon in the Milestones subtab.
Are Milestones a good fit for the project you're working on? See How to add a Milestone and related tasks.