WEBVTT

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Open the saved Website Refresh project in Pixie
CRM Choose Milestones

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then New Milestone A milestone marks an important
stage of the project

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and gives related tasks a clear delivery context

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Enter Discovery and brief review marked as a
training milestone

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Set the start date to the fourth of November and
the due date to

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the seventh Use dates that fit the project
schedule and describe

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a specific stage of the work

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Use Description to explain the expected result
This example covers

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completing the fictional brief review and listing
the next steps

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Keep the description clear enough for the team to
recognise when

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the stage has been completed

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Review the customer visibility choices For this
internal training

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milestone keep Show description to customer off
and select Hide

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from customer Leave Order at one Choose
visibility and ordering

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appropriate to the project before saving

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Choose Save and confirm Discovery and brief
review appears in the

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project's milestone view The milestone is now
recorded for the project

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Continue with the dedicated task and milestone
guides to organise

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the work that belongs to this stage