Milestones

• Add a Milestone
• Status a Milestone

Pull Plan users are able to set goal posts of work by using Hoylu's Milestones, which is one of the default tools in the Toolbar. 

Adding Milestones 

Milestones function very similarly to Tasks in that you can have additional fields for more details and can status the Milestones. You will also be able to use them at the very top of the Plan (so the same diamond icon will appear in each swimlane) or within the swimlanes themselves. 

Figure 1. Drag and drop a new Milestone.

1. Drag and drop a Milestone to a desired date of the Pull Plan
   
   
2. Select a Team (optional)
   
   
3. Add a description (optional)
   
   
4. Change the due date (optional)
   
   
5. Click Save and Close

😎 Pro Tip: When you have the Milestone tool selected in your Toolbar, double-click on any date in any Swimlane, and Hoylu will create a new Milestone there.

Statusing Milestones

Figure 2. Milestone statuses to Missed.

1. Click on the dotted circle on the right of the Milestone, indicating its Unplanned state
   
   
2. Select the new status of the Milestone

If your Milestone was completed late, however, there can be two avenues to take. The first avenue is depicted in Figure 2, which is selecting the Missed status. If you do not want to have two instances of the Milestone, however, you can take the the second avenue:

1. Click on the Complete status of the Milestone
   
   
2. Double click into the Milestone to open the Editor
   
   
3. Click on the gray Actual Due field
   
   
4. Type in the day the Milestone or use the calendar icon to pick the day it had actually been completed
   
   
5. Add your Outcome Notes (optional)
   
   
6. Click on Save & Close

The Milestone will have moved to the appropriate day and will now appear with a Late label. 

Figure 3. Late Milestone

😎  Pro Tip: You can also filter to see Milestones in the Weekly Work Plan. Check out this article to see how.