PerClient Help Center

Organizing tasks in milestones

Dividing your projects into milestones helps you to organize your tasks into smaller groups and assign them a particular deadline.

In PerClient, you can do this easily from any Project profile. At the right side of the screen, you will find the "Milestones" panel, with a button to create a new milestone, and a button to view the list of project milestones (also shows the number of milestones in the project).

When creating a new milestone, you can set a name, description and assign a deadline to it. When looking at the "Tasks by Milestone" report, you will see the milestones and sorted by their deadlines.

In the list of Milestones for a project, you will see the basic information about it and a progress bar, showing the percentage of completeness and the number of completed tasks and total tasks in that milestone.