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How to Track Deadlines and Milestones

Deadlines and milestones help keep projects on track and ensure deliverables are completed on time. Monitoring these in the project management tool ensures the team stays aligned and that client expectations are met.

Step-by-Step Guide

Step 1 — Log In

  • Go to [projects.forgemarketing.com] or open the project management app.
  • Sign in with your Forge Marketing email and password.

Step 2 — Open the Project Workspace

  • From your dashboard, select the relevant Workspace.
  • Click on the Board or Timeline/Gantt view for that project.

Step 3 — View Deadlines

  • Each task will display a Due Date field.
  • Use the Calendar or Timeline view to see all deadlines in one place.
  • Filter by My Tasks to focus on your own deadlines.

Step 4 — Track Milestones

  • Milestones represent key achievements (e.g., “Campaign Launch,” “Client Approval,” “Final Delivery”).
  • In the project board, milestones are marked with a star or flag icon.
  • Use the Milestones view to check progress against critical project checkpoints.

Step 5 — Update as Needed

  • If a deadline changes, update the Due Date field immediately.
  • Notify your Project Manager via a comment or @mention so everyone is aware.

Step 6 — Monitor Progress

  • Check your Dashboard for upcoming deadlines this week.
  • Use project reports to review which milestones are on track, at risk, or overdue.

Best Practices

  • Always set realistic deadlines when creating tasks.
  • Break larger deliverables into smaller tasks with their own due dates.
  • Review deadlines during weekly stand-ups to avoid surprises.
  • Flag risks early — if you can’t meet a milestone, communicate before it’s overdue.

Support

For help with deadlines or milestone tracking:

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