# Working on a Project

A project consists of two primary components:

## **Milestone**

A Milestone represents a **key stage or checkpoint** within a project and is used to group related tasks under a common phase. It helps organize project work, track progress, and monitor key deliverables throughout the project timeline.

Milestones can be linked with tasks and other milestones to create a structured hierarchy within the project.

### **Add Milestone**

To create a milestone:

* Click the **Add Milestone** option available on the top panel.
* The Add Milestone sidebar opens.
* Enter the required details and click Add to create the milestone.

**Add Milestone |** Basic Details

<table><thead><tr><th width="191.4000244140625">Label</th><th width="157.60003662109375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Title</strong></td><td>Enter text</td><td>Define the name of the milestone.<br><br><strong>Example:</strong> UI/UX Design Phase</td></tr><tr><td><strong>Description</strong></td><td>Enter details</td><td>Provide additional information about the milestone.<br><br><strong>Example:</strong> This phase includes wireframing, prototyping, and final UI design approval.</td></tr><tr><td><strong>Assignee</strong></td><td>Select from the dropdown</td><td>Assign the user responsible for execution.</td></tr><tr><td><strong>Owner</strong></td><td>Select from the dropdown</td><td>Define the accountable owner of the milestone.</td></tr><tr><td><strong>Status</strong></td><td>Select from the dropdown</td><td>Set the milestone's current status.<br><br><strong>Example:</strong> To Do / In Progress</td></tr><tr><td><strong>Baseline Start Date</strong></td><td>Select date</td><td>Define the planned start date.<br><br><strong>Example:</strong> 01-Mar-2026</td></tr><tr><td><strong>Baseline End Date</strong></td><td>Select date</td><td>Define the planned end date.<br><br><strong>Example:</strong> 10-Mar-2026</td></tr><tr><td><strong>Link Child Task</strong></td><td>Click Link Task</td><td>Link tasks under this milestone.<br><br><strong>Example:</strong> UI Design, Wireframe Creation, UX Review</td></tr><tr><td><strong>Link Milestone</strong></td><td>Click Link Milestone</td><td>Link this milestone with another milestone.<br><br><strong>Example:</strong> Linked to “Development Phase” milestone</td></tr></tbody></table>

After entering the required details, click **Add** to save and create the milestone within the project.

![](/files/56901b72d632639ea2f32b80bda5448cc893a651)

### **View Milestone**

The View Milestone page provides a detailed view of a selected milestone within a project. It allows users to review milestone information, manage related tasks, update ownership, and track activities.

At the top panel, users can quickly view:

* **Milestone ID**
* **Assignee**
* **Status**

Users with appropriate privileges can update milestone details, manage relationships, add attachments, and track activity logs from this page.

<table><thead><tr><th width="152.20001220703125">Label</th><th width="188.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Milestone ID</strong></td><td>System generated</td><td>Unique identifier for the milestone.<br><br><strong>Example:</strong> #MIL0018</td></tr><tr><td><strong>Assignee</strong></td><td>View / Update</td><td>Displays the user assigned to the milestone.<br><br><strong>Example:</strong> Stark</td></tr><tr><td><strong>Status</strong></td><td>View / Update</td><td>Displays the current milestone <a href="/pages/XTbSlR7jtAradhs3MAN9#project-workflow-lifecycle">status.</a><br><br><strong>Example:</strong> To Do / Open</td></tr></tbody></table>

#### **General**

The General section provides control over **the milestone's ownership and timeline management**. This section ensures that accountability and scheduling are clearly defined and can be updated as the project evolves.

Users with appropriate [privileges](/infraon-help/infinity-user-guide/workspace/project-management/team-and-roles/role.md) can modify ownership fields and baseline dates to reflect real-time project changes.

<table><thead><tr><th width="172.20001220703125">Label</th><th width="148.60003662109375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Assignee</strong></td><td>Select from the dropdown</td><td>Assign or update the user responsible for executing the milestone.</td></tr><tr><td><strong>Owner</strong></td><td>Select from the dropdown</td><td>Defines the accountable owner for milestone completion.</td></tr><tr><td><strong>Baseline Start Date</strong></td><td>Select date</td><td>Represents the milestone's planned start date.<br><br><strong>Example:</strong> 10 Apr 2026</td></tr><tr><td><strong>Baseline End Date</strong></td><td>Select date</td><td>Represents the planned completion date.<br><br><strong>Example:</strong> 20 Apr 2026</td></tr></tbody></table>

{% hint style="info" %}

* Updating baseline dates helps track planned vs. actual timelines during project execution.
* Only users with the required privileges can modify Assignee, Owner, and baseline date fields.
  {% endhint %}

#### **Relation**

The Relation section establishes a structural connection between the milestone and its associated tasks. Users can link multiple child tasks to a milestone.

<table><thead><tr><th width="151.39996337890625">Label</th><th width="161.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add Relation</strong></td><td>Click to add</td><td>Allows linking tasks to the milestone</td></tr><tr><td><strong>Child</strong> <a href="/pages/mFqIfV7a7w5FgK7ElofZ"><strong>Task</strong></a></td><td>Select from the dropdown</td><td>Associate tasks under the milestone.<br><br><strong>Example:</strong> #TSK0255 – Technical Architectural Design</td></tr></tbody></table>

{% hint style="info" %}
A milestone supports only the child task association. Parent task linking is not applicable.
{% endhint %}

#### **Summary**

The Summary tab provides a consolidated overview of the milestone, including its **description, associated sub-tasks, and checklist items.** This section is primarily used to define the scope and track execution at a granular level.

![](/files/b5147337f1e636caa92be86b0f80bd7d7a836b72)

Users can:

* Define or update milestone description
* Link and manage child tasks (sub-tasks)
* Create checklist items to track smaller, actionable steps

<table><thead><tr><th width="122.5999755859375">Label</th><th width="176.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Description</strong></td><td>Enter / Edit text</td><td>Detailed explanation of milestone scope and objectives.<br><br><strong>Example:</strong> Architecture Phase 1 planning</td></tr><tr><td><strong>Sub Task</strong></td><td>Click to add</td><td>Link existing tasks as child tasks</td></tr><tr><td><strong>Linked Task</strong></td><td>View / Remove</td><td>Displays associated tasks under the milestone</td></tr><tr><td><strong>Checklist</strong></td><td>Click to add</td><td>Add checklist items for progress tracking</td></tr></tbody></table>

#### **Attachment**

The Attachment tab allows users to upload and manage supporting documents related to the milestone. All relevant files, such as design documents, screenshots, and references, are centrally available.

Users can:

* Upload files using drag-and-drop or browse
* Categorize attachments
* Add descriptions for better context

![](/files/f7ba7d4526d4cc65b90a576ea5778b56a6403220)

<table><thead><tr><th width="158.5999755859375">Label</th><th width="226.800048828125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add Attachment</strong></td><td>Click to upload</td><td>Upload files to the milestone</td></tr><tr><td><strong>Category</strong></td><td>Select from the dropdown</td><td>Categorize attachment <strong>(Default, Screenshot, Others)</strong></td></tr><tr><td><strong>Description</strong></td><td>Enter text</td><td>Add context or details about the file</td></tr><tr><td><strong>File Upload</strong></td><td>Drag &#x26; Drop / Browse</td><td>Supported formats: png, jpg, doc, pdf, xls (Max: 20 MB)</td></tr></tbody></table>

#### **Relation**

The Relation tab provides broader linking capabilities beyond tasks, allowing associations with other modules such as [tickets,](/infraon-help/infinity-user-guide/ticket-management.md) [problems,](/infraon-help/infinity-user-guide/problem-management.md) [changes,](/infraon-help/infinity-user-guide/change-management.md) and [requests.](/infraon-help/infinity-user-guide/request-management.md)

This enables cross-module traceability and ensures that milestones are connected to operational workflows.

![](/files/93fa5594f07d22c48f34b3cd4c8e54316c225dd0)

<table><thead><tr><th width="151.39996337890625">Label</th><th width="180.39996337890625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Module Tabs</strong></td><td>Select module</td><td>Choose module (Ticket, Problem, Change, Request, Release)</td></tr><tr><td><strong>Add</strong></td><td>Click to associate</td><td>Link records from the selected module</td></tr><tr><td><strong>Linked Records</strong></td><td>View / Remove</td><td>Displays associated records</td></tr></tbody></table>

#### **Conversation**

The Conversation tab enables collaboration and communication related to the milestone. It captures all communication threads, including emails, comments, and notes.

![](/files/d54cbbd3069699eef8e6fc7bf5a94e512c74909f)

Users can:

* View communication history
* Reply or forward messages
* Add internal or external notes

<table><thead><tr><th width="212.4000244140625">Label</th><th width="199.4000244140625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Tabs (All / Email / SMS / Comment)</strong></td><td>Select tab</td><td>Filter communication type</td></tr><tr><td><strong>Reply / Forward</strong></td><td>Click action</td><td>Respond to communication threads</td></tr><tr><td><strong>Add Notes</strong></td><td>Enter text</td><td>Add comments or updates</td></tr><tr><td><strong>Public / Private</strong></td><td>Select option</td><td>Control visibility of notes</td></tr></tbody></table>

#### **Recent Activities**

The Recent Activities tab provides a complete audit trail of all changes made to the milestone. It ensures transparency and helps track modifications over time.

![](/files/df047f9c4d960a3606820cf5dd59bc9344fb58f7)

Users can:

* View all updates and actions
* Identify who made changes
* Track timestamps for each activity

<table><thead><tr><th width="159.4000244140625">Label</th><th width="122.800048828125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Activity Log</strong></td><td>View</td><td>Displays a list of changes (e.g., relation added/removed)</td></tr><tr><td><strong>User Info</strong></td><td>View</td><td>Shows the user who performed the action</td></tr><tr><td><strong>Timestamp</strong></td><td>View</td><td>Displays the date and time of change</td></tr><tr><td><strong>Change Details</strong></td><td>View</td><td>Example: Associated with → TSK0255</td></tr></tbody></table>

## **Task**

Represents an individual unit of work within a project. Tasks are assigned to users, have defined priorities, statuses, and timelines, and are used to track the execution of project activities.

[Click here](/infraon-help/infinity-user-guide/workspace/project-management/project-settings/task-template.md) to learn more.

### **View Task**

The View Task page provides a detailed view of a selected task within a project. It allows users to review task details, manage dependencies, link related records, track communication, and monitor activity history.

At the top panel, users can quickly view:

* Task ID
* Priority
* Status
* Assignee

Users with appropriate [privileges ](/infraon-help/infinity-user-guide/workspace/project-management/team-and-roles/role.md)can update task details, manage dependencies, add attachments, configure relationships, and track all activity logs from this page.

<table><thead><tr><th width="125">Label</th><th width="174.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Task ID</strong></td><td>System generated</td><td>Unique identifier for the task.<br><br><strong>Example:</strong> #TSK0249</td></tr><tr><td><strong>Priority</strong></td><td>View / Update</td><td>Displays the task priority level.<br><br><strong>Example:</strong> Medium</td></tr><tr><td><strong>Status</strong></td><td>View / Update</td><td>Displays the current task status based on the workflow.<br><br><strong>Example:</strong> To Do / Open</td></tr><tr><td><strong>Assignee</strong></td><td>View / Update</td><td>Displays the user assigned to the task.</td></tr></tbody></table>

#### **General**

The General section provides ownership and responsibility details for the task. It ensures clear accountability across execution, review, and approval stages.

Users can view and update role-based fields depending on permissions and workflow configuration.

<table><thead><tr><th width="115.4000244140625">Label</th><th width="239.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Assignee</strong></td><td>Select from the dropdown</td><td>Assign or update the user responsible for task execution</td></tr><tr><td><strong>Owner</strong></td><td>Select from the dropdown</td><td>Defines the accountable owner for the task</td></tr><tr><td><strong>Requester</strong></td><td>Select from the dropdown</td><td>Indicates the user who requested the task</td></tr><tr><td><strong>Reviewer</strong></td><td>Select from the dropdown</td><td>Assigns a reviewer for validation or approval</td></tr><tr><td><strong>Manager</strong></td><td>Select from the dropdown</td><td>Defines the managerial authority for the task</td></tr></tbody></table>

{% hint style="info" %}
Fields' visibility, editability, and mandatory conditions are controlled by field configuration and [user roles.](/infraon-help/infinity-user-guide/workspace/project-management/team-and-roles/role.md)
{% endhint %}

#### **Relation**

The Relation section in the right panel defines hierarchical associations of the task within the project.

It helps structure the task into parent-child relationships and link it to milestones.

<table><thead><tr><th width="125.79998779296875">Label</th><th width="155.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Milestone</strong></td><td>Select / Add</td><td>Link the task to a milestone</td></tr><tr><td><strong>Parent</strong></td><td>Select / View</td><td>Displays the parent task (if applicable)</td></tr><tr><td><strong>Child</strong></td><td>Select / Add</td><td>Associate child tasks under the current task</td></tr></tbody></table>

{% hint style="info" %}

* A task can have multiple child tasks.
* Parent-child relationships define task hierarchy.
* Closing a parent task can automatically update the status of its child tasks based on workflow rules.
  {% endhint %}

#### **Summary**

The Summary tab provides a consolidated overview of the task, including description, dependencies, sub-tasks, and checklist items. It acts as the primary workspace for managing task execution.

![](/files/ada219379fbc77ed5fdf6bb7004f51a19f052cca)

Users can:

* Add or update task description
* Define task dependencies
* Link and manage sub-tasks
* Create checklist items

<table><thead><tr><th width="163.4000244140625">Label</th><th width="223.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Description</strong></td><td>Enter / Edit text</td><td>Detailed explanation of the task<br>Example: Frontend Development</td></tr><tr><td><strong>Dependencies</strong></td><td>Click to add</td><td>Define dependent tasks with a relationship type and lag</td></tr><tr><td><strong>Task Relationship</strong></td><td>Select from the dropdown</td><td>Defines dependency relation<br>Example: Predecessor</td></tr><tr><td><strong>Type</strong></td><td>Select from the dropdown</td><td>Dependency type (FS, SS, FF, SF)</td></tr><tr><td><strong>Lag (No. of Days)</strong></td><td>Enter value</td><td>Delay between dependent tasks<br>Example: 2</td></tr><tr><td><strong>Sub Task</strong></td><td>Click to add</td><td>Link tasks as sub-tasks under the current task</td></tr><tr><td><strong>Checklist</strong></td><td>Click to add</td><td>Add smaller actionable items</td></tr></tbody></table>

{% hint style="info" %}

* Task Relationship and Type fields are mandatory when adding dependencies.
* Dependency rules control task scheduling and status transitions.
* Only tasks within the same project are available for selection.
  {% endhint %}

#### **Attachment**

The Attachment tab allows users to upload and manage files related to the task. It centralizes all supporting documents for easy access.

![](/files/70e3bc393e8324b5000e7e9cddeb3a540fef5b3c)

Users can:

* Upload files via drag-and-drop or browse
* Categorize attachments
* Add descriptions

<table><thead><tr><th width="153">Label</th><th width="225">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add Attachment</strong></td><td>Click to upload</td><td>Upload files to the task</td></tr><tr><td><strong>Category</strong></td><td>Select from the dropdown</td><td>Categorize file (Default, Screenshot, Others)</td></tr><tr><td><strong>Description</strong></td><td>Enter text</td><td>Add context for the attachment</td></tr><tr><td><strong>File Upload</strong></td><td>Drag &#x26; Drop / Browse</td><td>Supported formats: png, jpg, doc, pdf, xls<br>Max size: 20 MB</td></tr></tbody></table>

#### **Relation**

The Relation tab enables linking the task with other modules, ensuring cross-module traceability.

![](/files/ce64dd4273eb30d332f1720de7da1668296d51f9)

Users can associate the task with operational records.

<table><thead><tr><th width="148.20001220703125">Label</th><th width="175.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Module Tabs</strong></td><td>Select module</td><td><a href="/pages/jArA4c8g9GeOZ8ENVRp9">Ticket,</a> <a href="/pages/Ss9svYmCBu19gp0OjAfx">Problem,</a> <a href="/pages/EuK8XYqX04kv06W3HxMg">Change,</a> <a href="/pages/m24GBnTpmdZMVC7EG6jL">Request,</a> <a href="/pages/bXlDa2XplUcy6lKRVZ6f">Release</a></td></tr><tr><td><strong>Add</strong></td><td>Click to associate</td><td>Link records from the selected module</td></tr><tr><td><strong>Linked Records</strong></td><td>View / Remove</td><td>Displays associated records</td></tr></tbody></table>

{% hint style="info" %}
All relation updates are captured in the activity logs for audit tracking.
{% endhint %}

#### **Communication**

The Conversation tab captures all communication related to the task, including emails, SMS, and comments.

![](/files/b281deb5d43bd0a56e4852cee94eadc10ac27c9c)

Users can:

* View communication history
* Reply or forward messages
* Add notes

<table><thead><tr><th width="204.20001220703125">Label</th><th width="123.7999267578125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Tabs (All / Email / SMS / Comment)</strong></td><td>Select tab</td><td>Filter communication type</td></tr><tr><td><strong>Reply / Forward</strong></td><td>Click action</td><td>Respond to email communication</td></tr><tr><td><strong>Add Notes</strong></td><td>Enter text</td><td>Add internal notes or updates</td></tr><tr><td><strong>Public / Private</strong></td><td>Select option</td><td>Control note visibility</td></tr></tbody></table>

#### **Recent Activities**

The Recent Activities tab provides a complete audit trail of all changes made to the task. It ensures transparency and traceability.

![](/files/327e0a9cf957d795970548951ed0bff0c3a588f9)

Users can:

* View all updates and modifications
* Identify the user who performed the action
* Track timestamps

<table><thead><tr><th width="150.5999755859375">Label</th><th width="127.59991455078125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Activity Log</strong></td><td>View</td><td>Displays a list of actions performed</td></tr><tr><td><strong>User Info</strong></td><td>View</td><td>Shows the user who performed the action</td></tr><tr><td><strong>Timestamp</strong></td><td>View</td><td>Displays the date and time of activity</td></tr><tr><td><strong>Change Details</strong></td><td>View</td><td><strong>Example:</strong> Associated with → TSK0256</td></tr></tbody></table>

{% hint style="info" %}

* All updates, including dependencies, attachments, relations, and status changes, are recorded.
* Activity logs are automatically updated based on system and user actions.
  {% endhint %}


---

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