Help Center
How can we help?
Guides for getting set up, running your workflow, and giving your AI agents the context they need.
Getting started
Set up your workspace, projects, and team.
- Welcome to Milestone
What Milestone is, how it's organized, and what to do in your first few minutes.
- Create a workspace and project
Set up a workspace for your team and create your first project to organize work.
- Invite teammates and manage roles
Invite people to your workspace and understand the Owner, Admin, and Member roles.
Boards & tasks
Create boards, organize work, and find anything.
- Create a board
Create a board, set its key for task identifiers, and start organizing work.
- Customize your board columns
Add, rename, reorder, and delete columns, set WIP limits, and color your workflow.
- Switch between board views
Move between Board, List, Backlog, Dashboard, and All Work to see your work differently.
- Create and organize tasks
Add tasks with the quick-add or the New Task dialog, set their fields, and move them across the board.
- Filter, sort, and find tasks
Use search, filters, and sorting to focus on the work that matters right now.
- Track your work in My Work
See every task assigned to you across all boards, grouped by when it's due.
Planning
Plan and track work with cycles, milestones, and dependencies.
- Enable and run cycles
Turn on cycles for a board, create your first one, and track work through to completion.
- Track big goals with milestones
Enable milestones, create them, and group tasks under delivery targets.
- Link blocking work with dependencies
Turn on dependencies and mark which tasks block or wait for others.
Integrations
Connect Milestone to the tools you already use.
AI sessions
Connect your agents and give them the context they need.
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