How do I setup project milestone/phases?

Here's how you can setup project milestone/phases:

  1. Go to Customers in the sidebar.
  2. Click on a customer/project in the customer list for which you want to setup project milestone/phases.
  3. Go to the Billing Tab.
  4. Select Milestone/Phased from the Project Type drop-down.
  5. Click on +Add. You will see two options:
    • Add Phase - create a phase
    • Use Template - use an existing template
  6. Enter the phase details in the popup and click on Save & Close.
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