Project milestones mark specific points along a project's timeline. They are checkpoints that identify when activities or groups of activities have been completed or when a new phase or activity is launched.


Creating a Milestone in Salesforce

  1. Navigate to the Project Management tab in Salesforce.
  2. Select the relevant Project from the Project list in Gantt.
  3. Click the + button to open the Create Milestone popup.
  4. Enter the Title of the milestone.
  5. Select Type as Milestone.
  6. Add the Start Date.
  7. Click the Done button,
  • The Milestone is created, and you see it in the Gantt chart as in the screenshot below