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How to edit milestone name and description
How to edit milestone name and description
A
Written by Ash Kelso
Updated over 5 months ago

Every milestone has a name and an optional description.

The description section can be useful for explaining what the milestone is about, or for some useful notes or links to resources.

To edit the name of a milestone, select it by clicking on the relevant milestone dot in the task board progress bar - or click in between these dots to get a list of milestones, so you can scroll and select the one you want.

Click on the milestone options button and select 'edit name'.

Make any changes and click on 'save'.

To edit the description, click on the milestone options button and select 'edit description'.

You can use all the same formatting options (except for tagging users) that you when creating matter notes:

  • Headings

  • Bold

  • Italics

  • Links

  • Bullet points

  • Check lists

and then click 'save'.

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