Add milestones and tasks

How to break your projects into phases using milestones and add tasks to your Project.

Add milestone to a project

Milestone lets you group related tasks and mark key phases or deliverables within a project. Use them to give your team a clear picture of how work is structured from start to finish.

When to use: You want to add a new phase or deliverable marker to an existing project.

1. Find and open your project.

2. You'll be on the Tasks tab by default.

3. Click + Milestone.

4. Type your milestone name.

5. Click Deadline to set the milestone's due date.

6. Click Blocker to define whether this milestone is blocked by an existing task or milestone.

7. Click the profile icon to assign the milestone to a team member.

8. Click the checkmark to save.

Expected outcome: The new milestone appears in the Tasks tab denoted with a diamond on the left of the milestone.

Field reference

• Deadline: The due date for the milestone.

• Blocker: An existing task or milestone that must be completed before this milestone can begin.

• Assignee: The team member responsible for this milestone.

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Add tasks to a project

How to add and assign tasks to a project in Wonderly.

Tasks are the individual actions that make up your project. You can add them as standalone items or nest them inside a milestone to keep work organized by phase.

Method 1: Add a standalone task

When to use: You want to add a task that isn't tied to a specific milestone.

1. Find and open your project.

2. In the project modal, click the Tasks tab.

3. Click + Task.

4. Type your task name.

5. Click Deadline to set the task's due date.

6. Click the duration field to set how long the task will take.

7. Click Blocker to indicate if a previous task or milestone must be completed first.

8. Click the flag icon to set the task priority.

9. Click the profile icon to assign the task to a team member.

10. Click the checkmark to confirm.

Expected outcome: The task appears as a standalone item in the Tasks tab.

Field reference

• Deadline: Define when the task needs to be done.

• Duration: How long the task is expected to take.

• Blocker: An existing task or milestone that must be completed before this task can begin.

• Priority: The urgency level for the task, set using the flag icon.

• Assignee: The team member responsible for completing the task.

FAQ:

Can I assign a task to someone outside my team, like a subcontractor? Yes, but only through the Client Portal. Learn more about how to share work with external collaborators in the Client Portal article.

Can two people be assigned to the same task? No. Tasks and projects can only be assigned to one team member at a time.

What happens to tasks if I delete a milestone? The tasks are not deleted. They move to a No Milestone group in the Tasks, where you can reassign them to another milestone or leave them as standalone tasks.

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Method 2: Add a task inside a milestone

When to use: You want to add a task under an existing milestone to keep it grouped with related work.

1. Find and open your project.

2. In the project modal, click the Tasks tab.

3. Click the arrow to the left of the milestone name to expand it.

4. Click + Add task inside the milestone.

5. Type your task name.

6. Click Deadline to set the task's due date.

7. Click the duration field to set how long the task will take.

8. Click Blocker to indicate if a previous task or milestone must be completed first.

9. Click the flag icon to set the task priority.

10. Click the profile icon to assign the task to a team member.

11. Click the checkmark to confirm.

Expected outcome: The task appears nested under the milestone in the Tasks tab

Field reference

• Deadline: The due date for the task.

• Duration: How long the task is expected to take.

• Blocker: An existing task or milestone that must be completed before this task can begin.

• Priority: The urgency level for the task, set using the flag icon.

• Assignee: The team member responsible for completing the task