Introduction
In Easy8, milestones are not limited to individual projects. A global list of milestones gives users a centralized view and management access across all existing projects. This guide explains how to access and manage milestones globally, and what permissions are required to do so.
Target Audience
- User
- Administrator
Prerequisites
- Access to Easy8
- Global permission to manage milestones
Steps
1. Ensure You Have Global Milestone Permissions
- Go to Administration → Roles and Permissions
- Confirm that your role has access to the Milestones section at the global level
2. Access the Global Milestones List
- Open the Global menu
- Click on Milestones
You will now see a list of all milestones from every project in the system.
3. Manage Global Milestones
From this list, you can:
- View all milestones in one place
- Edit existing milestones
- Change milestone statuses (Open, Locked, Closed)
- Assign or unassign tasks
- Delete or modify milestones if needed
Note: You can manage milestones even from projects you are not a member of, so use this feature with caution to avoid unwanted changes across the portfolio.
Conclusion
The Global Milestones view in Easy8 offers a powerful way to oversee and control key dates across all projects. With the right permission, you can review and manage milestones centrally—making it easier to coordinate deadlines, delivery checkpoints, and planning at scale.
