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How to edit and shift milestones (individual and in bulk)
How to edit and shift milestones (individual and in bulk)
A
Written by Ash Kelso
Updated over 5 months ago

Editing the milestone dates to adapt to changes in the matter

Hivelight is build to adapt to the realities of real legal practice - where dates changes and matters change course. We provide you with the tools to keep the milestone dates on your matter up to date.

Two options:

  1. Edit the due date and target date of an individual milestone to specific dates;

  2. Shift the due date and target date (and their task due dates) by X number of days - either one milestone at a time or in bulk.

Locate the date options for the milestone

Start by selecting the milestone that you want to make these changes to, and click on its milestone options bar.

Click on the options button in the corner of the 'dates' box.

Edit the dates of the milestone

Click on the options button in the 'dates' box.

Clicking on 'edit dates' allows you to:

  • Change the due date

  • Change the target date

  • check/uncheck the 'key event' box

Shift the due date, target date, and the task due dates by X number of days (one or more milestones at once)

Click on the options button in the 'dates' box.

Select 'shift milestone dates'.

Click the checkbox if you want to shift all the subsequent milestone dates (and their tasks) by X number of days as well.

Select the number of days to shift the dates by (which can be positive or negative to go back or forward in time), and then click on 'shift'.

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