How to Use Milestones in ClickUp
Milestones in ClickUp help you highlight important moments in a project, like major deliverables, deadlines, or phase completions. This guide explains how to set up, manage, and track milestones so your team can understand progress at a glance.
By turning key tasks into milestones, you can quickly see what truly matters, filter those items in views, and keep work aligned with your goals.
What Are Milestones in ClickUp?
In project management, a milestone is a task that represents a meaningful achievement or event. In ClickUp, milestones are regular tasks with a special flag that marks them as critical checkpoints.
Use them to represent:
- Project kickoffs and launches
- Client approval points
- End of a sprint or phase
- Regulatory or compliance deadlines
Once a task becomes a milestone, it can be visually distinguished and easily filtered across your Workspace.
Where You Can Use ClickUp Milestones
You can create and manage milestones from many views and locations inside ClickUp. Milestones work across tasks in different layouts, so you can choose the view that fits your process.
Supported locations include:
- List view: Create and manage milestones alongside standard tasks.
- Board view: Mark key cards as milestones for a Kanban workflow.
- Gantt view: Highlight key dates along your timeline.
- Workload and Timeline views: See checkpoints across team capacity and schedule.
- Task view: Convert an individual task into a milestone directly from its details.
You can also report on milestones using compatible reporting features to track overall progress.
How to Create Milestones in ClickUp
You can turn tasks into milestones in several ways. Use whichever method is fastest for your current view.
Convert a Task to a Milestone in Task View
To convert a single task into a milestone from Task view:
- Open the task you want to convert.
- Locate the task type or three-dot menu (ellipsis) in the header.
- Select the option to mark the task as a Milestone.
- Confirm the change, if prompted.
After you convert it, the task is now treated as a milestone and can be filtered as such.
Create ClickUp Milestones in List View
In List view, you can add or change milestones directly from the task row.
- Open the List containing the task.
- Create a new task or locate an existing task.
- Open the task’s context menu or type column.
- Choose Milestone to convert that task.
You can also bulk-select several tasks and convert them to milestones at once, depending on your current bulk action options.
Set Milestones from Board, Gantt, or Other Views
You may also convert tasks to milestones from other views.
In general, the steps are:
- Open the relevant view (Board, Gantt, Timeline, or Workload).
- Select the task card or bar you want to change.
- Open the task details or quick-edit panel.
- Use the task type control to mark it as a Milestone.
The milestone indicator appears directly in the view so you can spot it quickly in your workflow.
How to Identify ClickUp Milestones
Once tasks are converted, milestones are easy to recognize across your Workspace.
Typical visual indicators include:
- A distinct milestone icon on the task row or card.
- Different styling in Gantt view to highlight key dates.
- Special labels or grouping when filtering or sorting by task type.
These indicators make it simple to scan any view and see upcoming or overdue checkpoints.
Filtering and Sorting Milestones in ClickUp
Filtering helps you focus on only the most important work. You can quickly isolate milestones in lists, boards, and timelines.
Filter by Milestone Status
To show only milestones in a view:
- Open the desired view, such as List or Board.
- Click the Filter options.
- Choose the filter for Task Type or Milestone, depending on your current interface.
- Select Milestones only or include milestones as a condition.
The view now displays only tasks that are marked as milestones, helping you review key progress points.
Sort Milestones by Date or Status
To better understand timing, you can sort tasks so milestones appear grouped or in chronological order.
- Open the Sort controls in your view.
- Sort by Due date, Start date, or Status.
- Optionally combine sorting with your milestone filter.
This is especially helpful when monitoring large projects with many milestones across multiple Lists.
Managing Milestones in ClickUp
After you create milestones, keep them up to date so reports and timelines stay accurate.
Update Milestone Status and Dates
To manage an existing milestone:
- Open the milestone in Task view or click it directly in your current view.
- Change the Status to reflect progress, such as In Progress or Complete.
- Adjust Start and Due dates if the schedule changes.
- Assign or reassign the milestone to the right owner.
Keeping milestones current ensures your team understands what has been reached and what is still ahead.
Remove the Milestone Flag
If a task no longer represents a key checkpoint, you can remove its milestone status.
- Open the task marked as a milestone.
- Locate the task type or milestone control.
- Change it back to a standard task type.
The task remains in your project but is no longer treated or filtered as a milestone.
Best Practices for ClickUp Milestones
To get the most value from milestones, follow a few simple guidelines.
- Use milestones sparingly. Reserve them for truly important events, not everyday tasks.
- Align milestones with outcomes. Each milestone should mark a measurable result, such as an approved deliverable.
- Connect milestones to timelines. Make sure dates reflect your overall project schedule.
- Monitor milestone completion. Review them regularly in your views and adjust plans if dates slip.
This approach keeps your views clear and makes milestone reporting much more reliable.
Reporting on Milestones in ClickUp
Depending on your plan and features, you can use reporting tools and dashboards to track milestone health.
Examples include:
- Custom views that filter only milestones for a specific Space or Folder.
- Dashboards that show the number of completed versus open milestones.
- Timeline or Gantt reports that highlight milestone dates across projects.
These reports help stakeholders see how major checkpoints affect project delivery.
More Resources on ClickUp Milestones
For complete, official details on how milestones behave and any plan-specific limitations, see the source documentation on milestones here: Official ClickUp milestone help article.
If you need expert consulting on structuring milestones and workflows, you can also explore services from Consultevo, which specializes in optimizing work management systems.
By using milestones effectively in ClickUp, you give your team clear, visible checkpoints that support better planning, communication, and delivery across every project.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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