collab.spaceDocumentation

Tips for Success

Best practices for effective milestone planning and project management.

Start with Major Milestones

Begin by identifying 3-7 major milestones that represent the key phases of your project. This provides structure before adding detailed steps.

Assign Clear Ownership

Every step should have at least one responsible party. This ensures accountability and makes it easy to see who to contact about progress.

Set Realistic Due Dates

Work backwards from your project deadline to set achievable due dates. Leave buffer time for unexpected delays.

Use Dependencies Wisely

Only add dependencies where there's a true prerequisite relationship. Too many dependencies can create bottlenecks.

Review Progress Regularly

Check your milestone plan at least weekly. The visual progress indicators make it easy to spot areas that need attention.

Link Issues for Accurate Progress

For the progress indicators to work effectively, link relevant issues to each step. Progress is calculated based on linked issue completion status, so keeping issues linked and up-to-date ensures accurate milestone tracking.

Leverage the AI Assistant

When planning a new step, use the "Ask AI" feature or "Recommend Tasks" to get suggestions based on your step description. The AI can help identify gaps in your planning.

Publish When Ready

Use the publishing workflow to communicate plan stability to your team. Keep plans in "Draft" status while actively developing, then publish when the plan is ready for execution. This helps stakeholders know when a plan is finalized.

Next Steps