Milestones & Timeline

The Timeline tab is where you manage all the deliverables for a project. Milestones are the top-level phases; sub-milestones break each phase into smaller tasks.

Milestone Structure

Milestone (e.g. "Brand Identity")
├── Sub-milestone (e.g. "Logo concepts")
├── Sub-milestone (e.g. "Colour palette")
└── Sub-milestone (e.g. "Typography system")

Each milestone has:

• Title — the deliverable name
• Due date — the agreed delivery date
• Payment percentage — the share of the total project fee tied to this milestone
• Status — current state of progress
• Sub-milestones — optional tasks within the milestone

Milestone Statuses

Status	Colour	Meaning
Not started	Gray	Work hasn't begun
In progress	Blue	Actively being worked on
Blocked	Orange	Waiting on something before proceeding
Delayed	Red	Past due date or formally delayed
Completed	Green	Delivered and done

To update a status, click the status badge on any milestone and select a new value from the dropdown.

Adding a Milestone

On the Timeline tab, click Add milestone. Fill in the title, due date, and (optionally) the payment percentage. Save to add it to the project.

Adding Sub-Milestones

Expand a milestone by clicking its row, then click Add sub-milestone. Sub-milestones have a title and status but no separate due date or payment percentage — those belong to the parent milestone.

Reordering Milestones

Drag milestones up or down to reorder them. The order reflects the sequence shown to your client in any reports or exports.

Using Omi to Suggest Milestones

If you're not sure how to structure your project phases, click Suggest with Omi on the Timeline tab. Omi will analyse your project's category, description, and budget and suggest 3–6 milestones with payment percentages that add up to 100%.

You can accept individual suggestions, dismiss ones that don't fit, or use them as a starting point and edit freely.

See Milestone Suggestions → for more detail.

Amended Dates

If a milestone's due date has been changed through a formal amendment, the Timeline shows:

• The original date with a strikethrough
• The new date in amber

This gives you a clear audit trail of what was agreed vs. what was originally planned.

Viewing Delays

Milestones that have been formally delayed show a Delayed badge. You can see the full delay history in the Delays & Amendments section.