Plan with projects, milestones and the roadmap

Buttons and menus are named exactly as the app shows them.

Steps

1. Create a project

   Give it a name, what it is for, start and due dates, and a colour.

   Where: Projects › New project

2. Break it down

   Add tasks and sub-projects, nested as deep as you need.

3. Group projects into an initiative

   An initiative groups projects toward one outcome and draws them together on the roadmap.

4. Set milestones and watch health

   Milestones mark the dates that matter. Each project shows how many it has reached and whether it is on track, at risk or off track.

5. Drag the roadmap

   Drag a project’s span on the roadmap to change its dates.