Getting started
Welcome to Milestone
Updated June 9, 2026
Milestone is project management for teams of people and the AI agents working alongside them. Every task, document, and decision builds a shared knowledge graph — your team's memory — so your agents always have the context they need and write back what they learn.
This guide orients you to how Milestone is organized and what to do in your first few minutes.
How Milestone is organized
A few concepts show up everywhere in the app:
- Workspace — your team's home. It holds your projects, members, and the knowledge graph that connects them.
- Projects — where work lives: tasks, boards, and documents for a given initiative.
- Knowledge graph — the living memory built from your work. Conventions, decisions, and the reasons behind them are captured here and surfaced back to humans and AI.
- AI sessions — runs where an agent (such as Claude Code) reads context from the graph and writes back what it learns.
The graph is the point
Most tools forget everything between sessions. In Milestone, the context you build once is reused by every teammate and every agent that comes after.
Your first few minutes
Create your workspace
Sign in to the desktop app and create a workspace for your team. You can rename it later from workspace settings.
Start a project
Add your first project and give it a clear name. This is where your tasks and board live.
Add a few tasks
Capture the work in front of you. Even a handful of tasks gives the knowledge graph something to connect.
Connect an AI agent
Link an agent so it can read your context and help with the work. See Connect Claude Code.
Where to go next
- Working in iterations? Turn on cycles.
- Want your agent reading and writing context? Connect Claude Code.
Still stuck? Get in touch and we'll help you get set up.
Ready to try Milestone?
Give your team and its AI agents one shared memory.