Milestones - Activating, Creating and Editing


The Milestone feature is extremely useful for helping users stay ‘On Track’ with their Rocks throughout the quarter by setting due dates for various tasks (Milestones), that the owner needs to complete in order to achieve their ultimate 90-days goal. Milestones essentially break down your Rocks into smaller pieces with actionable due dates. To activate the Milestone feature for your Rocks, follow the steps below:

 Activate Milestone Feature:

  1. Click Meetings in the menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting.
  3. Click Advanced Settings, bottom left
  4. Click Rocks
  5. Click the drop-down arrow next to Rocks Format
  6. Select Milestones
  7. Click Save (at the bottom)
  8. You can now add Milestones during your L10 meeting, and right from your Workspace by clicking on your Rock. 

 Create Milestones: 

From the Workspace:

  1. From a Rock workspace tile, click on the Rock title you’d like to add a Milestone to 
  2. A window will open showing the Rock title along with a notepad and the option to Add milestones at the bottom left of the window
  3. Click Add milestones
  • Enter the title of the Milestone
  • Enter a Due Date
  • Press Save
  • Continue to add as many Milestones as necessary to your Rock using the instructions above
  • When a Milestone has been completed, simply check the box next to it in your Milestone tile, or when you click on the Rock from the Rock tile.
  • Find your Milestone tile in the Add Tile drop-down, in the Personal section (see here for help adding tiles)

  From the Manage Section:

  1. Click Meetings in the menu bar
  2. Click on the gear icon (Manage) button to the right of your meeting.
  3. Click Rocks
  4. Click the title of a Rock
  5. Click Add milestones at the bottom left of the pop-up window

Edit Milestone title and due date:

  1. Click on your Milestone from the Milestone tile or click into a Rock from a Rock tile
  2. Edit title or date
  3. Click Save
  • You can update the due date of your Milestones in either the Milestone tile (click the drop-down arrow by your current due date) or by clicking on your Rock title from a Rock tile (click the current due date to pull up the calendar and select a new due date). 
  • When marking a Milestone as complete from the Milestone tile, it will be removed as the Milestone tile only lists current/outstanding Milestones

Delete or mark a Milestone as complete: 

  1. Click on the Milestone from the Milestone tile or click into a Rock from a Rock tile
  2. If using the Milestone tile, simply mark the Milestone as complete using the checkbox. If using the Rock tile, use the 'x' to the right of the Milestone to delete.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.