Job Milestones ← job Production tab

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

Job Milestones

What this page is for:
 Production checklist on a job: who is scheduled, and milestone dates (materials, waste, permit). It is not Klaus personal/opportunity tasks. Tab label is Milestones; the board is the production tasks board.

Where: Job → Production → Milestones

Steps:

  1. Open the job (Sold / Contracted / Closed as usual).

  2. Open Milestones.

  3. Scheduling shows assigned people, or No one assigned yet. Add crew on the Schedule or Crew tab.

  4. Mark milestone dates. Tooltips include Mark done (today) / Clear date (and Mark done today / Clear on some rows).

  5. Add crew on Schedule or Crew, not on this tab.

Related articles

Other guides in Tasks & Team

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