How-to guide

Create and manage project milestones

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Break delivery into ordered stages with due dates and visual status.

Audience: Project managerFeature: ProjectPermission-aware

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Video walkthroughs for this guide

Follow real application screens at your own pace, with English captions and a matching written guide.

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1:50 English captions

Create a project milestone

Create a project milestone in Pixie CRM with live clicks. Set its name, dates, description, customer visibility and order, then save and confirm it in the project.

Chapters & transcript Watch on YouTube

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1:28 English captions

Assign a task to a project milestone

Organise a project task into a milestone in Pixie CRM. Follow the live drag-and-drop workflow, then reopen the board to confirm the assignment was saved.

Chapters & transcript Watch on YouTube

Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Where to goProject → Milestones

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Break delivery into ordered stages with due dates and visual status. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

Go to Project → Milestones and select the relevant record or setup list.
Use search, filters or status tabs to confirm you are working on the intended item.
Check linked records, activity and permissions before changing status, ownership or visibility.
Use the available edit, status, reorder, attach, copy or delete action as required.
Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
Check the updated state in the list and record view.
Check downstream client portal, reporting or automation effects where applicable.

Settings to check

CustomerCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing typeCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and deadlineCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Project membersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Progress and visibilityCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

Choose billing type before time is recorded.
Add only the staff who need access.
Review client-visible content before publishing.
Check whether the result should be visible to a customer contact or only to staff.
Confirm the final status, activity entry, generated document or notification before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.

Browse connected topics:invoice payment check approval expense client portal notifications customers

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