# Milestones

## What is this?

The milestone overview shows every milestone across all projects — recently
completed and upcoming ones, including status. New milestones can be created
directly here; editing, marking as reached, or deleting still happens within
the project.

## How to use it

- **Create:** "Create milestone" at the top of the page — project, name,
  initials, description, and due date in one dialog, without switching to
  the project first.
- **Status column:** Reached (green), Overdue (red, due date in the past and
  not yet reached), or Planned.
- **Planned target date:** The target date frozen at the last plan approval —
  stays fixed even if the due date is moved afterwards. Shows "–" if the plan
  was never approved.
- **Dependency (automatic completion):** When creating/editing a milestone in
  the project, you can optionally pick a sequence or a single test case as a
  dependency. Once that sequence or test case passes, the milestone is marked
  as reached automatically — no manual click needed.
- **Views:** "Upcoming" shows open milestones with a due date, sorted
  ascending — overdue ones (due date in the past, not yet reached) come
  first and are marked in red. "Recently completed" shows reached
  milestones, newest first.
- **Group:** The "All" / "By project" toggle groups the rows under their
  project heading instead of one flat list.
- **Filter:** By project, via the dropdown above the list.
- **Edit:** Clicking a milestone or its project heading opens the project —
  that's where you adjust the milestone, mark it reached, or delete it.
- **Planned/actual in the schedule:** In the project's schedule, each
  milestone has a planned date (due date) and, once reached, a separate
  actual date (when it was actually reached). Clicking the milestone diamond
  opens a menu with "Move" (change the planned date) and "Change status" —
  that's where you set the actual date, defaulting to today but also
  backdatable. "Mark as open" undoes a reached milestone.

## Common issues

- **"A milestone without a due date is missing from the overview."**
  Intentional: "Upcoming" needs a date to sort by. Without one, the
  milestone only remains visible in the project itself.
- **"I can't edit a milestone directly here."** The overview is intentionally
  read-only — editing happens in the project, where the schedule context is
  also visible.

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Source: https://www.testlabiq.com/en/help/milestones