Milestones

Milestones are important due dates for your projects. These may be public release dates or publisher deliverable deadlines but they can also used for weekly or monthly sprint dates.

The Milestones tab is one of the three main views in Codecks and home to everything that relates to milestones. Each card can be assigned to one milestone. The milestone view allows you to see all cards belonging to that milestone independent of which project, deck or workflow state they are currently in.

Milestone View

To open the milestones view clicking on the “Milestones’ tab in the header or press shift + 3 on your keyboard. To create a new Milestone click the plus button next to ‘Timeline’. Select the preferred date and enter the new milestone data.

The milestone view provides an overview of projects’ progress and due dates. Users can choose between two views: the timeline view and the calendar view. The timeline view arranges milestones and due dates on a horizontal time line allowing you to get a good grasp of events in the next few weeks ahead. For a higher level view you can open the calendar view via the ↔️ button at the top right.

Creating a Milestone

• Title: The name of the new milestone. We recommend keeping it short. On some UI elements only the first four letters of the milestone name are displayed.
• Date: For when this milestone is due
• Color: The color in which this milestone is shown throughout the app.
• Project-specific milestone: If left unchecked the milestone will be a global milestone that is always shown. If you make it project-specific, it will only be shown on the timeline if the associated project is currently visible as well. This mechanism can also be used to hide certain milestones from team members that don’t have access to the respective project.

To delete a milestone, you can click on the bin icon in the milestone header bar. Doing this won’t delete the cards, but unassign all the cards from the deleted milestone. If the milestone still contains undone cards, you’ll get a warning informing you about the number of cards this deletion will affect.

Milestone Description & Statistics

Once a Milestone is opened, you can click on the i button below the Add Card button on the left. This will show you the description box as well as statistics about the milestone including a burndown chart. The description area allows you to update the description and upload a cover image. This image will also be used for the milestone tooltip.

Calendar View and Milestone Overview

The Calendar View allows you to get a high level overview of your project(s). You can click on any date to create a new milestone and use drag and drop to move them around.

At the top you’ll find a “Show Overview” button allowing you to view metrics for each of the milestones.

The data includes the amount of time tracked, the workflow state of the cards as well as an overview over the priority and owner distribution including their completion rate. The length of these bars use are based on the same unit to allow comparisions accross milestones.

Assigning Milestones to Cards

You can assign a milestone to a card in various ways:

• Open the card properties by clicking the properties button on the top right side of an opened card, you can find the milestone picker below the priority and effort spaces. This area shows you the next five upcoming milestones. Click the arrow button to open a timeline view showing you all future milestones as well as passed milestones from the last two months.
• Select multiple cards and use the bulk action milestone button to assign multiple cards to the same milestone.
• Order your cards by milestones to easily drag cards between different milestone lanes.
• Use the Quick Settings.

There can only be one milestone assigned to a card. To distribute a task over multiple milestones you can consider using hero cards.

Working with Milestones

Milestone Icons

Cards with milestones will show a small milestone diamond icon. Hover over the icon to see more information about the current completion progress and the due date.

Note that the opacity changes. If the color fully opaque, it means it’s part of the next milestone of that color. If the icon is lighter the milestone is either in the past or further in the future.

Milestones which contain only done cards, archived cards or doc cards, are shown as outlines on the timeline. This allows you to quickly scan the timeline for undone cards that are still assigned to past milestones. Usually it is best to apply a new future milestone to these cards or to archive them in case they are not relevant anymore.

Pinned Milestone

Once a future milestone is present, the top left area shows a countdown button that allows you to jump directly to a milestone that is most relevant to you at the moment. By default it always displays the next upcoming milestone.

You can override the shown milestone by pinning a different one. Click on the pin button on the countdown button to select a milestone from the calendar pop-up. Clicking on the current milestone will remove the currently pinned milestone. You can also click on the pin button from the milestone header bar of each milestone. When you pinned a milestone, the countdown button won’t switch to a different milestone until its due date or until you choose a new pinned milestone.