What is a Milestone?
A milestone is a marker of a key event in your project. Milestones can denote launch dates, testing deadlines, ends of Sprints, and much more!
In Visor, a Milestone is set based on the "End Date Field" of your record which is set up in the Gantt configurator, as seen below. Any Date or Date/Time field can be used as the Milestone plotting field.
Creating a Milestone in Visor
A milestone can be created from any existing record, whether it is a Connected record or a record created in Visor not connected to an integration.
Step 1 - Create a Gantt View
To get started with Milestones, first create a Gantt view. In step 1 of the configurator, choose which date field from your records you want to be the "Milestone" plotted date and select that field in the "End Date Field" dropdown.
Step 2 - Create your Milestones using the "Display As" Visor custom field
Once you've set up your Gantt chart, the rest is easy. To change a record from a Bar to a Milestone, simply select "Milestone" from the "Display As" field from the grid view of your Gantt chart. You can also convert a Bar to a Milestone by right-clicking on the Bar and selecting "Display as Gantt milestone."
Step 3 - Share your view with others!
Now that you have your Milestones clearly defined, you're ready to share your view with your stakeholders! For more information on sharing, check out this help article.
Can I create a Milestone from the Table View?
Yes! There are two ways to accomplish this:
- Once you've created your first Milestone in the Gantt View, you'll see a new field show up in your Table View with the default name "Display As." Once this field is present, you can change records from Bars to Milestones (or Milestones to Bars) directly from the Table View. The way the record is displayed on the Table View will not change based on whether it is a Bar or a Milestone.
- You can also create a Milestone from the Record Menu. First, right-click on the "rank" or number to the left of the record. From there, you can select "Display as Gantt milestone."
Can I create a Milestone from the Timeline View?
Yes. If you'd like to change a record from a Bar to a Milestone from the Timeline View, click on the record Bar and then navigate to the "Display As" field in the Record Details Panel and switch the record from either Bar to Milestone OR Milestone to Bar. Please note that Milestones on the Timeline View will display differently than on the Gantt View.
Will selecting a record as a Milestone sync back to my integrated application?
No. Since the delineation between a Bar and a Milestone lives on a Visor custom field, selecting a record as Milestone will not change anything in your connected application. The "Milestone" selection will only live in your Visor workbook as Visor data.